Paladin Research Report For:

Creative Planning

5454 W 110th Street
Overland Park, KS 66211

About Creative Planning

All the expertise. All the advice you need. All in-house.
At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.

In-House Expertise for Every Piece of Your Financial Picture

Our approach to designing your investment portfolio is different. It starts with a financial planning-led approach with our team of in-house specialists. Your customized plan will be created by our wealth managers, accountants, insurance specialists, estate attorneys and other professionals all working together to give you the highest probability of achieving your goals. And as your life changes, we'll be here to meet your changing needs.

What you can expect from Creative Planning
- Fierce advocate looking out for your best interests
- Wealth Managers who sit on the same side of the table to select the best investments for you
- We don't sell or earn commissions on investment products
- Planning-led approach that makes your money work as hard as it can for you, every day, year in and year out
- A richer journey along the way to your goals a way to enjoy your wealth today

See Disclosures

General Information

Firm Start Year
  • 1983
No. of Employees
  • 2000-4999
Firm CRD#
  • 105348
Name of Custodial Firm
  • TD Ameritrade, Charles Schwab, Fidelity Investments
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
  • Education Funding and Planning, Financial Planning for Businesses, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, Risk Management, Financial Planning for Individuals, Legal Advice and Services


Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes

Firm Information

Assets Managed by Firm
  • $245 billion

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Based on Assets

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Important Solicitor Disclosure (Solicitor Disclosure Document)

Form ADV Part 2A Disclosure Brochure (Form ADV Part 2A)

Creative Planning's Privacy Policy (

Form CRS (Customer Relationship Summary)

Additional Detailed Disclosures


**Combined assets under management & advisement as of 07/01/2023