John Franklin Edgar
Investment adviser representative at Creative Planning
33 yearsExperience
1 stateRegistered in
PFSDesignation
$295.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Creative Planning, Inc.Oct 2020 to now
- Truewealth, LLC (fna Windham Brannon)Jan 2018 to Sep 2020
- Truewealth, LLC (fna Windham Brannon)Jul 2014 to Dec 2017
- Windham Brannon Personal Planning Services, Pc, CpaJan 1993 to Feb 2018
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (FL).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2444595
- Firm CRD
- 105348