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Contact Us
Contact Us
866-273-2848
Family Office
Wealth Management
401k & Business Services
- - - Retirement & Foundations
      - Retirement Plan Services
      - Institutional Investment Consulting for Nonprofit Organizations
  - - Business Services
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About
- - - About Creative Planning
Local Team
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Contact Us
Login
Visit Creative Planning International

Creative Planning > CPA Alliance Request a Meeting

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Firm Information

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Your Interest Level

Your Interest Level which best describes where you are today? (Select one)*

I’d like to learn more and explore fit

I’m interested in participating and would like to discuss next steps

I’m ready to move forward with program participation

Program Participation (If Known)

If you already have a sense of how your firm might participate, please select the option that best fits.

Firm Promoter Professional (Referral compensation is assigned internally to the registered professional and distributed in accordance with your firm’s internal agreements and policies.)

Individual Promoter Professional (Referral compensation is paid directly to registered individual partners.)

Flex Promoter Professional (Hybrid option allowing for referral flexibility.)

Not sure yet — would like guidance.

Licensing & Registration

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If not licensed, would you consider completing the Series 65 with Creative Planning support?

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Client Focus (Optional)

What types of clients would you most like to support through this program?

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High-Net-Worth Families

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Goals & Motivation (Optional)

What prompted your interest in the CPA Alliance Program?

Expand client services

Meet growing demand for comprehensive planning

Improve client outcomes

Support firm growth or scalability

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What is the Approximate Amount of Your Investable Assets?

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We work with households having a minimum of $500,000 in U.S.-based investable assets.

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Could your money be working harder for you? Contact our team today.

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