Get a Second Opinion From a Fiduciary Advisor
Review your financial plan, investments and tax strategy to see if you're on track to achieve your goals. If you're not, we'll build a plan to help you get there.
What you can expect from Creative Planning:
A fierce advocate looking out for your best interests
Wealth managers who sit on the same side of the table to select investments to help you meet your goals
We don’t sell or earn commissions on investment products
A planning-led approach that makes your money work as hard as it can for you, every day, year in and year out
Schedule a 15-minute introductory call to get your second opinion
* Available to individuals and families in the U.S. with $100,000+
Over $354 Billion
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024*.
50 States and Abroad
Providing financial peace of mind nationwide and in 90 countries.
525+ CFP® Professionals
A team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your wealth.
Learn Why Clients Stay With Creative Planning Year After Year
Hear from President and CEO Peter Mallouk as he explains what makes Creative Planning stand out.
Why Creative Planning
Your Best Interests. Always.
As a registered investment advisory firm, we have a fiduciary responsibility to act in your best interests. We make decisions based solely on your needs.
- Independent, Private Wealth Management Firm
- Not Tied to a Family of Funds or Other Investment Products
- Recommendations Are in Your Best Interests
Our Approach
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
- Custom Portfolio and Financial Plan
- Ongoing Financial Advice
- Legal and Tax Advice
Let's Talk
Meet With a Financial Advisor at a Location Near You
Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
