Answering the Calls. The day the October issue of Worth hits the newsstands, our editors usually try to be out of town. The phones at our offices in New York and Los Angeles begin to trill ominously with calls from unhappy advisors who failed to make the Top 100 Advisors list. We also get letters, calls and emails from investors who want to fire their current advisors and sign up with someone new, and from others who wish to cancel their subscriptions because we somehow failed to appreciate the brilliant financial wizard currently in their employ. We hear from Ivy-educated, urban uberadvisors whose returns lagged behind leading indices, and from small-town, modestly credentialed advisors whose portfolios soared—and vice versa…
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
At Creative Planning, we provide our clients with the best path to wealth accumulation, retention and transfer of assets. We believe that information and education are essential to developing and maintaining a financial plan and investment portfolio. We strive to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future.