Creative Planning
Overland Park, KS·SEC-registered · CRD #105348
Creative Planning is an SEC-registered investment advisory firm in Overland Park, KS managing $296B across 323k client accounts, with 1.5k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$296B
Client accounts
323k
Advisory staff
1.5k
Fee model
Fee-based
How Creative Planning is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Creative Planning
How much does Creative Planning manage?
Per its most recent SEC Form ADV filing (03/31/2026), Creative Planning reports $296B in regulatory assets under management across roughly 323k client accounts.
How does Creative Planning charge?
Creative Planning is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Creative Planning a fiduciary?
Yes. Creative Planning is registered with the U.S. Securities and Exchange Commission (CRD #105348), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Creative Planning taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Creative Planning and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Creative Planning's public SEC Form ADV filing (CRD #105348, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Creative Planning. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Creative Planning? Claim this profile.