Walla Walla, WA 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
1127 S 2nd Ave, Suite A
Walla Walla WA 99362
Advisors at this office
3
Advisors at this office
Emily R
Series 66
Walla Walla, WA
Creative Planning
Emily Reeves is a Series 66-licensed financial advisor with Creative Planning, where she has worked since 2024. She has four years of industry experience, including prior roles at Raymond James Financial Services Advisors and Krivoshein McDaniels Financial. Reeves also has experience with Washington State University programs and worked in hospitality early in her career. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing comprehensive investment advisory and financial planning services. The firm emphasizes a financial planning-led investment process with a focus on low-cost indexing and offers an array of supplemental strategies and retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.
Jacob C
Series 66
Walla Walla, WA
Creative Planning
Jacob Crawford is a Series 66-licensed financial advisor at Creative Planning with four years of industry experience. Prior to joining Creative Planning in 2024, he worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Krivoshein McDaniels Financial from 2022 to 2024. Before entering the financial sector, he spent five years at Foothills Physical Therapy and three years at Midwestern University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and offers access to private market investments while managing approximately $295.6 billion in client assets.
Kimberly M
Series 66
Walla Walla, WA
Creative Planning
Kimberly Mcdaniels is a financial advisor at Creative Planning with 16 years of industry experience and holds a Series 66 designation. She has previously worked at Raymond James Financial Services and Edward Jones. Mcdaniels is also a part owner of Krivoshein McDaniels Financial, where she is involved in business management and operations. 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 employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a broad range of sub-advisory and institutional services.
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