SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Creative Planning
Overland Park, KS
Creative Planning, LLC, CRD 105348
Firm filing updated July 10, 2026 ·
- $295.6BAssets
- 100,298Clients
- 1,538Advisory staff
- 320,323Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals47,540
- High net worth individuals39,511
- Pension and profit sharing plans10,861
- Corporations or other businesses1,847
- Charities335
- and 2 more204
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 47,540 | $19.5 billion |
| High net worth individuals | 39,511 | $164.4 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $922.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10,861 | $96.0 billion |
| Charitable organizations | 335 | $4.1 billion |
| State or municipal government entities (including government pension plans) | 199 | $3.4 billion |
| Corporations or other businesses not listed above | 1,847 | $7.1 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 7 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$295.6 billion
- Accounts320,323
- Discretionary$291.9 billion · 317,512 accounts
- Non-discretionary$3.6 billion · 2,811 accounts
People
- Employees1,650
- Advisory staff1,538
- Broker-dealer reps0
- Licensed insurance agents81
- Planning clients32,550
Advisors
781 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Creative Planning, LLC SEC-registered investment advisor. CRD 105348, SEC file 801-18564.
- Registered with the SEC as an investment advisor (status date on record: March 18, 1983).
Is Creative Planning a fiduciary?
Short answer: Creative Planning is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
81 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
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About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.