Creative Planning | Company Profile
1/19/2026
Contact Information
👤
Creative Planning
🏢
Creative Planning
📍
5454 W 110th St, Overland Park, Kansas 66211, US
Industry & Market
Primary Industry
financial services
All Industries
financial servicesinsuranceinvestment managementaccountingcapital markets
Location
Overland Park, Kansas, United States
Company Metrics
👥Total Employees
631
⚙️Engineering
23
💼Sales Team
12
📈Marketing
7
📅Founded
1982
💰Revenue
467.3M
Alexa Ranking#274961
Funding Information
Latest Stage
Other
Annual Revenue
$467,300,000
Headcount Distribution
Total Employees
631
Departments
19
By Department
Department Breakdown
Finance
Operations
Consulting
Administrative
Accounting
Business Development
Others
Technology Stack
Analytics & Tracking
Google Tag Manager
Total: 17 technologies
Keywords & Focus Areas
comprehensive wealth managementfinancial planninginvestment managementestate planning & trustsstrategic tax planningretirement planninginsurancerisk managementbusiness owner servicesretirement servicesinternationalinstitutionalwealth managementtax planningestate planningbusiness consultingpersonalized servicesfiduciary servicesinsurance planningultra-affluent wealth management+10 more
30 total keywords
Creative Planning
Overview
Creative Planning, LLC is a registered investment advisor and wealth management firm based in Overland Park, Kansas. Founded in 1983 and majority-owned by Peter Mallouk, the firm manages over $370 billion in assets and employs more than 2,100 professionals, including over 525 certified financial planners. The organization serves clients with a minimum of $500,000 in investable assets across the U.S. and internationally.
The firm offers a comprehensive range of services, including wealth and investment management, financial and tax planning, retirement and estate planning, and corporate services. Their team-based approach involves certified financial planners, CPAs, estate attorneys, and insurance specialists, ensuring thorough wealth accumulation and management strategies. Creative Planning adheres to fiduciary standards with a tiered fee structure favoring clients with larger asset bases. The organization is recognized for community involvement and has received accolades as a top RIA firm and Charitable Champion.
Basic Information
| Industry | financial services, insurance, investment management, accounting, capital markets |
|---|---|
| Founded | 1982 |
| Revenue | $467.3M |
| Headquarters | 5454 W 110th St, Overland Park, Kansas 66211, United States |
| Languages | English |
| Alexa Ranking | 274961 |
Contact Details
- Phone: +1 866-909-5148
- Website: creativeplanning.com
- LinkedIn: linkedin.com/company/creative-planning
- Twitter: twitter.com/CPIWealth
- Facebook: facebook.com/creativeplanninginc/
Key Focus Areas & Initiatives
- comprehensive wealth management
- financial planning
- investment management
- estate planning & trusts
- strategic tax planning
- retirement planning
- insurance
- risk management
- business owner services
- retirement services
- international
- institutional
- wealth management
- tax planning
- estate planning
- business consulting
- personalized services
- fiduciary services
- insurance planning
- ultra-affluent wealth management
- comprehensive financial solutions
- client-centered culture
- high-net-worth individuals
- individual investors
- pension plans
- government entities
- charitable organizations
- financial wellness
- customized financial strategies
- asset protection
- transparency
- client education
- nationwide services
- financial advisors
- certified financial planner™
- legacy planning
- family office services
- liquidity planning
- financial goals
- people-first culture
- continuous improvement
- character
- passion
- teamwork
- growth
- insurance services
- outsourced accounting
- bill pay
- personal wealth
- audit services
- tax advisory
- retirement plans
- institutional services
- mergers and acquisitions
- financial calculators
- client services
- independent wealth management
- fiduciary advice
- customized plans
- tax efficient strategies
- estate trust services
- international wealth management
- comprehensive financial services
- business tax solutions
- payroll services
- legal advisory services
- business valuation
- investment philosophy
- philanthropy
- high net worth advisory
- cross-border wealth management
- retirement savings
- ira investment
- social security benefits
- financial literacy programs
- market trends analysis
- financial insights
- podcasts on finance
- strategic investment planning
- financial goal setting
- personalized wealth strategy
- b2c
- consulting
- services
- financial services
- law practice
- legal services
- b2b
- management consulting
- mergers & acquisitions
Technologies Used
- Atlassian Cloud
- Barracuda Networks
- CloudFlare Hosting
- Cloudflare DNS
- Google Maps
- Google Maps (Non Paid Users)
- Google Tag Manager
- Gravity Forms
- Microsoft Office 365
- Mobile Friendly
- NetSuite
- Pardot
- Sigma
- Visual Website Optimizer
- WP Engine
- WordPress.org
- reCAPTCHA
Affiliated Organizations & Regional Branches
- Edmonds Duncan RIA
- Hatten Consulting Services
- True Wealth Creators
- Daniels + Tansey, LLP
- Castle Wealth Advisors, LLC
- Reilly Financial Advisors
- AB401k
- Kowal Investment Group
- Ferris Capital, LLC
- Telarray
- Emery and Howard Portfolio Management
- Financial Abundance Inc.
- SageView Advisory Group
- Sunrise Advisors
- TrueWealth, LLC
- Castle Investment Advisors, LLC
- Grassi Investment Management
- SBSB Financial Advisors
- Paradigm Financial Advisors, LLC
- BERGANKDV WEALTH MANAGEMENT, LLC
- Burt Wealth Advisors
- CTB Financial Services, ltd.
- Coe Financial Services, Inc.
- Mosaic Pacific Investment Advisors
- JBJ Invest
- PARADIGM FINANCE LTD
- Wipfli Financial Advisors
- BKDV Reid Graham
- TrueWealth, LLC
Community
