Creative Planning Solutions, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Creative Planning Solutions is a solo independent advisory firm that provides comprehensive financial and business planning primarily for ultra‑high‑net‑worth families, trusts, estates and business entities, including business succession and mergers and acquisitions work. The firm does not act as an investment manager for client portfolios and instead refers clients to unaffiliated third‑party advisors for professional asset management.
The firm’s work emphasizes detailed, multi‑generational and business‑owner planning—covering cash‑flow, tax, retirement, estate and insurance considerations—and it coordinates implementation with clients’ attorneys and accountants. While it reviews the investment approaches of recommended third‑party managers and provides ongoing planning reviews, it does not custody client assets or trade securities on clients’ behalf.
Noteworthy distinctions include that the firm does not use AUM‑based (percentage‑of‑assets) fee arrangements and relies on planning engagements and referral relationships with third‑party managers; the principal also holds an insurance license and may receive separate compensation for insurance products. The brochure discloses a 2022 state regulatory consent order involving the principal related to securities offering disclosures, and the firm’s stated client focus on complex, high‑net‑worth and business owner situations is a central aspect of its practice.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee financial planning services ranging from $25,000 to $750,000
Hourly rate of $250 used to calculate fees for portion of work if agreement is terminated early
Minimum fee: Fixed fee ranging from $25,000 to $750,000 depending on complexity Fee-only: Fixed fees for financial planning services; hourly rate of $250 used to calculate fees if terminated early
Main office
22400 Barton Road, #21 537
Grand Terrace CA 92313
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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