C
Creative Planning Solutions, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
20
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$0
About
Creative Planning Solutions is a solo independent advisory firm that provides comprehensive financial and business planning primarily for ultra‑high‑net‑worth families, trusts, estates and business entities, including business succession and mergers and acquisitions work. The firm does not act as an investment manager for client portfolios and instead refers clients to unaffiliated third‑party advisors for professional asset management.
The firm’s work emphasizes detailed, multi‑generational and business‑owner planning—covering cash‑flow, tax, retirement, estate and insurance considerations—and it coordinates implementation with clients’ attorneys and accountants. While it reviews the investment approaches of recommended third‑party managers and provides ongoing planning reviews, it does not custody client assets or trade securities on clients’ behalf.
Noteworthy distinctions include that the firm does not use AUM‑based (percentage‑of‑assets) fee arrangements and relies on planning engagements and referral relationships with third‑party managers; the principal also holds an insurance license and may receive separate compensation for insurance products. The brochure discloses a 2022 state regulatory consent order involving the principal related to securities offering disclosures, and the firm’s stated client focus on complex, high‑net‑worth and business owner situations is a central aspect of its practice.
Client services
Financial planning
Selection of other advisers
Expertise
Business succession planning
General estate planning guidance
Long-term care insurance
Disability insurance
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
HENRY (High Earners, Not Rich Yet)
Fee options
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
Main office location
Creative Planning Solutions, Inc
22400 Barton Road, #21 537
Grand Terrace CA 92313, United States
Number of offices
1
Most active in
Creative Planning Solutions, Inc has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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