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Creative Planning

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

About

Creative Planning provides investment advisory and financial planning services to a wide client mix — individuals (including non‑HNW and high‑net‑worth clients), corporations, foundations, trusts, and retirement plans — offering portfolio management, financial planning, retirement plan fiduciary services, sub‑advisory arrangements, and access to private market investments. The firm manages approximately $217 billion in client assets and supports those services through a large advisory team and centralized investment infrastructure.

The firm describes a financial planning‑led investment process that emphasizes low‑cost indexing and buy‑and‑hold allocations overseen by an Investment Policy Committee, while also offering supplemental strategies such as direct indexing, tax‑loss harvesting, fundamental equity sleeves, and block (aggregated) trading for execution efficiency. Creative Planning provides a full suite of retirement plan services — including ERISA 3(38) and 3(21) fiduciary options and model/managed participant solutions — and routinely integrates plan recordkeeping and managed account technology into those offerings.

What is distinctive about Creative Planning relative to many enterprise peers is the breadth of affiliated non‑investment businesses that are offered alongside advisory services: an affiliated law firm that can provide estate and legal services, an affiliated trust company, and a firm‑owned TPA/recordkeeping business that supports retirement plan clients. The firm also reports a minority private‑equity investment in its ownership group and serves as an investment manager to private fund vehicles with sub‑investments connected to outside private equity sponsors, reflecting a level of vertical integration and private‑markets activity that is less common among large advisory enterprises.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

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.

Disclosures

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

Business activities & affiliations

Main office location

Creative Planning

5454 W. 110 Th Street

Overland Park KS 66211, United States

Number of offices

103

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