Advisor at Creative Planning Solutions, Inc
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Firm
Creative Planning Solutions, Inc
Location
Grand Terrace, CA 92313
Credentials
Series 65
Industry experience
12 years
Ryan Purdie is the principal of Creative Planning Solutions, Inc., an independent advisory firm based in Grand Terrace, CA. He holds a Series 65 designation and has 12 years of industry experience. Mr. Purdie is also the owner of two other investment advisory firms, Fortitude Advisors and Accounting Inc. Creative Planning Solutions provides comprehensive financial and business planning primarily for ultra-high-net-worth families, trusts, estates, and business entities. The firm focuses on multi-generational and business-owner planning and refers clients to third-party investment managers rather than managing assets directly.
Based on Creative Planning Solutions, Inc
Based on Creative Planning Solutions, Inc
Based on Creative Planning Solutions, Inc
Fixed fee financial planning services ranging from $25,000 to $750,000
Hourly rate of $250 used to calculate fees for portion of work if agreement is terminated early
Minimum fee: Fixed fee ranging from $25,000 to $750,000 depending on complexity Fee-only: Fixed fees for financial planning services; hourly rate of $250 used to calculate fees if terminated early
22400 Barton Road, #21 537
Grand Terrace, CA 92313
California
Creative Planning Solutions, Inc.
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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