directory

Creative Planning | Company Profile

Company Directory for Creative Planning

Team Bitscale

— 2 min read

Creative Planning

Overview

Creative Planning, LLC is a registered investment advisor and wealth management firm based in Overland Park, Kansas. Founded in 1983 and majority-owned by Peter Mallouk, the firm manages over $370 billion in assets and employs more than 2,100 professionals, including over 525 certified financial planners. The organization serves clients with a minimum of $500,000 in investable assets across the U.S. and internationally.

The firm offers a comprehensive range of services, including wealth and investment management, financial and tax planning, retirement and estate planning, and corporate services. Their team-based approach involves certified financial planners, CPAs, estate attorneys, and insurance specialists, ensuring thorough wealth accumulation and management strategies. Creative Planning adheres to fiduciary standards with a tiered fee structure favoring clients with larger asset bases. The organization is recognized for community involvement and has received accolades as a top RIA firm and Charitable Champion.

Basic Information

Industry financial services, insurance, investment management, accounting, capital markets
Founded 1982
Revenue $467.3M
Headquarters 5454 W 110th St, Overland Park, Kansas 66211, United States
Languages English
Alexa Ranking 274961

Contact Details

Key Focus Areas & Initiatives

  • comprehensive wealth management
  • financial planning
  • investment management
  • estate planning & trusts
  • strategic tax planning
  • retirement planning
  • insurance
  • risk management
  • business owner services
  • retirement services
  • international
  • institutional
  • wealth management
  • tax planning
  • estate planning
  • business consulting
  • personalized services
  • fiduciary services
  • insurance planning
  • ultra-affluent wealth management
  • comprehensive financial solutions
  • client-centered culture
  • high-net-worth individuals
  • individual investors
  • pension plans
  • government entities
  • charitable organizations
  • financial wellness
  • customized financial strategies
  • asset protection
  • transparency
  • client education
  • nationwide services
  • financial advisors
  • certified financial planner™
  • legacy planning
  • family office services
  • liquidity planning
  • financial goals
  • people-first culture
  • continuous improvement
  • character
  • passion
  • teamwork
  • growth
  • insurance services
  • outsourced accounting
  • bill pay
  • personal wealth
  • audit services
  • tax advisory
  • retirement plans
  • institutional services
  • mergers and acquisitions
  • financial calculators
  • client services
  • independent wealth management
  • fiduciary advice
  • customized plans
  • tax efficient strategies
  • estate trust services
  • international wealth management
  • comprehensive financial services
  • business tax solutions
  • payroll services
  • legal advisory services
  • business valuation
  • investment philosophy
  • philanthropy
  • high net worth advisory
  • cross-border wealth management
  • retirement savings
  • ira investment
  • social security benefits
  • financial literacy programs
  • market trends analysis
  • financial insights
  • podcasts on finance
  • strategic investment planning
  • financial goal setting
  • personalized wealth strategy
  • b2c
  • consulting
  • services
  • financial services
  • law practice
  • legal services
  • b2b
  • management consulting
  • mergers & acquisitions

Technologies Used

  • Atlassian Cloud
  • Barracuda Networks
  • CloudFlare Hosting
  • Cloudflare DNS
  • Google Maps
  • Google Maps (Non Paid Users)
  • Google Tag Manager
  • Gravity Forms
  • Microsoft Office 365
  • Mobile Friendly
  • NetSuite
  • Pardot
  • Sigma
  • Visual Website Optimizer
  • WP Engine
  • WordPress.org
  • reCAPTCHA

Affiliated Organizations & Regional Branches

Read more