Creative Planning | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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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.
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