How We’re Different
Creative Planning is fiercely committed to providing comprehensive wealth management based solely on your needs and best interests. As an independent registered investment advisor, we aren’t tied to a family of funds or investment products. This means we’re able to create a truly unique portfolio that aligns with your custom financial plan. When you get a second opinion from Creative Planning, we’ll review your financial statements to uncover potential red flags in your current portfolio strategy, provide advice on how to avoid hidden fees, and optimize your savings to help you achieve financial freedom.
Services for All Elements of Your Financial Life:
Comprehensive Wealth Management
Strategic Tax Planning
Estate Planning and Trusts
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We succeed when you succeed.
- Comprehensive Wealth Management
- Money Management and Financial Planning
- Ongoing Financial Advice
- Legal and Tax Advice
A Barron's Top RIA Firm
Proud to be ranked among Barron's Top RIA Firms (2019-2023)*
Over $245 Billion
In combined assets under management and advisement as of July 1, 2023
50 States and Abroad
Providing financial peace of mind nationwide and across the globe
Learn Why Clients Stay With Creative Planning Year After Year
Hear from President & CEO Peter Mallouk as he explains what makes Creative Planning stand out.
Awards & Recognition
Top RIA Firms (2019-2023)*
Top RIA Firms (2014-2020)*
Top RIA Firms (2013-2022)*