Berwyn, PA Office

Team
Updated today
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Creative Planning

Enterprise

Firm-wide stats for Creative Planning

Total advisors

1,187

Across 416 offices

Clients per advisor

73 Typical

Avg AUM per client

$2,113,277 Very High

HNW client ratio

45% Very High

About

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.

Based on Creative Planning

Expertise

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Based on Creative Planning

Occupation focus

Founder/Business Owner Executive Retired

Based on Creative Planning

Location

200 Berwyn Park, 920 Cassatt Road, Suite 205

Berwyn PA 19312-1178

Advisors at this office

7

Advisors at this office

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Andrew R

Series 63

Berwyn, PA

Creative Planning

Andrew Reder is a financial advisor at Creative Planning with 37 years of industry experience. He holds a Series 63 designation and has previously worked at APW Capital, Inc. and Kistler-Tiffany Advisors. Outside of advisory services, he is an independent insurance agent for various companies. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers additional strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Matthew A

CFA®, Series 66

Berwyn, PA

Creative Planning

Matthew Arnold is a CFA® charterholder with 10 years of industry experience. He is currently a financial advisor at Creative Planning and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Arnold is also a licensed independent life and health insurance agent. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Michael C

CFA®, Series 66

Berwyn, PA

Creative Planning

Michael Conner is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He has worked at Creative Planning since 2023 and previously spent significant time at APW Capital, Inc. and Kistler-Tiffany Advisors. He retains an inactive interest in Kistler-Tiffany Companies, LLC, which is resolving legacy matters following Creative Planning’s acquisition of its assets. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various active and passive strategies, and manages assets across a nationwide enterprise with integrated law, accounting, and trust services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Kayla F

Series 65

Berwyn, PA

Creative Planning

Kayla Fusaro is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, she held positions at Equitable Advisors and worked in the hospitality sector, including roles at Bar Avalon and Homegrown Hospitality Group. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Michael F

CFA®, Series 63

Berwyn, PA

Creative Planning

Michael Fancher is a CFA® charterholder with 32 years of industry experience. He is currently with Creative Planning, LLC and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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David K

ChFC®, Series 63

Berwyn, PA

Creative Planning

David Kovach is a financial advisor at Creative Planning with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including APW Capital, Inc. and Kistler Tiffany Advisors. He serves as president of the KTA Funding Hope Foundation, a charitable organization based in Berwyn, PA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Tara C

Series 65, Series 63

Berwyn, PA

Creative Planning

Tara Cylcewski is a financial advisor at Creative Planning with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at APW Capital, Kistler-Tiffany Advisors, and AXA Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach with low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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