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Conner Sivewright

Advisor at Creative Planning

Updated today
Creative Planning logo

Firm

Creative Planning

Location

Overland Park, KS 66211

Credentials

CFP®, Series 63, Series 65

Industry experience

18 years

Fee options

Fixed

Flat fees for one-time financial plans from $1,500 to $15,000; negotiable flat fees for retirement plan services and other consulting.

Percentage

$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%

Project-based

Negotiable hourly fees for retirement plan services and other consulting engagements.

Other

Account minimum: $100,000 minimum portfolio size for general clients; $30,000 minimum for retirement accounts; no minimum for 401(k) accounts; $500,000 minimum for comprehensive financial planning as part of portfolio management (may be waived case-by-case) Fee-only: Fixed fees for one-time financial plans range from $1,500 to $15,000; can be higher ($5,000 to $300,000) for complex ongoing management; negotiable fees for financial education speaking engagements and retirement plan consulting services.

Work history

Creative Planning

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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