Built for CPA Firms That Want More for Their Clients

CPA firms can engage in the Strategic Alliance Program in multiple ways. If you wish to receive referral compensation tied to client introductions, the referring professional will likely need to register and obtain a Series 65 license. Creative Planning provides a fast-track curriculum and covers the study and exam costs.

No. The program is designed to complement — not replace — your role as the client's trusted tax advisor. Creative Planning delivers comprehensive, tax-aware wealth management while coordinating closely with you to ensure alignment, continuity and a seamless client experience.

Clients with increasing financial complexity — such as business owners, retirees, executives and high-net-worth families — who would benefit from comprehensive wealth management integrated with tax planning. You maintain full discretion over which clients are introduced.

Creative Planning’s Strategic Alliance Program was built specifically for CPA firms. Unlike traditional referral arrangements, this program is structured around a tax-first, planning-led framework that aligns directly with how CPAs serve clients.

With fully integrated in-house teams, a fee-only fiduciary model and formal non-solicitation protections, Creative Planning allows CPAs to confidently introduce comprehensive wealth management without compromising client relationships, expanding regulatory burden or competing for the advisor role. The result is a true partnership designed to protect your practice while elevating the client experience.

The Strategic Alliance Program allows CPA firms to expand client service capabilities and meet demand for comprehensive planning without adding staff, infrastructure or regulatory complexity. Flexible participation options, dedicated resources, and structured referral or sponsorship models make the program scalable and adaptable to your firm’s goals.