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Creative Planning Ranked #1 Fee-Based Investment Advisor

Overland Park, Kansas, Financial Advisory Firm Earns Recognition for Overall Assets Under Local Management by the Kansas City Business Journal

Overland Park, Kansas, September 12, 2023 — Creative Planning has been ranked the #1 fee-based investment adviser by the Kansas City Business Journal for the ninth year in a row.

The Kansas City Business Journal recognizes fee-based firms based on their overall AUM managed by local offices and determines the ranking based on questionnaires submitted by each individual company.

“We’re thrilled to be ranked #1 on this list,” said Peter Mallouk, President & CEO of Creative Planning. “Creative Planning takes pride in providing our clients with top-tier wealth management and support for financial success, which is reflected by this top ranking in our headquarters hometown.”

About Creative Planning

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning has more than $245 billion in combined assets under management and advisement as of July 1, 2023.

Third-party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.


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