A complete list of active advisors currently associated with Creative Planning

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

Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base that includes individuals (including high‑net‑worth and ultra‑affluent clients), pension and profit‑sharing plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management, institutional and retirement plan services (including ERISA 3(38)/3(21) engagements), sub‑advisory arrangements, and access to private market investments and collective investment trusts, managing roughly $295.6 billion in client assets across more than 1,100 advisors and 151 offices. The firm describes a financial‑planning‑led investment approach that favors low‑cost indexing and buy‑and‑hold strategies for long‑term goals while using short‑term passive allocations for liquidity needs, supplemented by direct and enhanced direct indexing, tax‑loss harvesting, individually managed equity and bond strategies, and selective private market exposure. Creative Planning also uses sub‑advisors and model portfolios for retirement plans, offers managed account and payroll services, and acknowledges its fiduciary duties when advising retirement accounts. Compared with many peers, Creative Planning has several uncommon structural features: it is affiliated with a law firm (Creative Planning Legal, P.A.) and maintains relationships with accounting and audit resources (including BerganKDV and related accounting entities), and it operates an affiliated trust company and multiple non‑investment service affiliates (payroll, lending, TPA). The firm does not participate in a wrap fee program, states it does not advertise performance or hypothetical performance, and discloses that a minority investor (TPG) and the firm’s role as manager or recommender of certain private funds create specific conflicts of interest that are disclosed in its brochure.

To learn more about the advisors currently working at Creative Planning, 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.