A complete list of active advisors currently associated with Creative Planning Solutions, Inc

Warmer can help you find a great advisor at Creative Planning Solutions, Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Creative Planning Solutions, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.