Creative Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$217,399,324,981
Total clients
72,406
42% high-net worth
Total advisors
1,319
of 1,428 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
55
Average account size
$3,002,504
Client services
Fee options
Flat fees for one-time financial plans from $1,500 to $15,000; negotiable flat fees for retirement plan services and other consulting.
$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%
Negotiable hourly fees for retirement plan services and other consulting engagements.
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Creative Planning
5454 W. 110 Th Street
Overland Park KS 66211, United States
Number of offices
103
Quick links
Advisors at this firm
Cole B
CFP®, Series 65
Overland Park, KS
Creative Planning
Colin H
CFP®, Series 63, Series 65
Overland Park, KS
Creative Planning
Kyle G
CFP®, Series 65
Charlotte, NC
Creative Planning
Melissa S
CFP®, Series 63, Series 65
Overland Park, KS
Creative Planning
Mark K
Series 63, Series 65
Weatherford, TX
Creative Planning
Brandy W
Series 65
Overland Park, KS
Creative Planning
James D
CFP®, Series 65
Overland Park, KS
Creative Planning
Kristi B
CFP®
Overland Park, KS
Creative Planning
Nancy M
CFP®, Series 63, Series 65
Overland Park, KS
Creative Planning
Thomas C
Series 63, Series 65
Mc Lean, VA
Creative Planning
Brooke C
CFP®, Series 66
Overland Park, KS
Creative Planning
Conner S
CFP®, Series 63, Series 65
Overland Park, KS
Creative Planning
Nicholas P
Series 63, Series 66
Madison, WI
Creative Planning
Ryan M
Series 63
Knoxville, TN
Creative Planning
Jason G
CFP®, Series 63, Series 66
Overland Park, KS
Creative Planning
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")