Boca Raton, FL Glades Rd Office
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Creative Planning
Enterprise
Firm-wide stats for Creative Planning
Clients per advisor
74 TypicalAvg AUM per client
$2,113,277 Very HighHNW client ratio
45% Very HighAbout
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
Based on Creative Planning
Location
2255 Glades Rd, Suite 330 W
Boca Raton FL 33431
Advisors at this office
4
Advisors at this office
David W
Series 63, Series 65
Boca Raton, FL
Creative Planning
David Willett II is a financial advisor with Creative Planning in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.
Arnold K
CFP®, Series 66
Boca Raton, FL
Creative Planning
Arnold Kiman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds the Series 66 designation and is based in Boca Raton, FL. Outside of his advisory role, he is an owner of a rental property in Boca Raton. 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 buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.
Macord F
Series 66
Boca Raton, FL
Creative Planning
Macord Foran is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His prior roles include positions at Entrewealth, Thurston Springer Financial, Wells Fargo Advisors, and The Vanguard Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages over $295 billion in client assets and offers a range of institutional and retirement plan services through a large network of advisors.
Jan V
CFP®, Series 63, Series 65
Boca Raton, FL
Creative Planning
Jan Von Buelow is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a rental property in Miami, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.
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