Creative Planning

Financial Advisor in Burleigh County, ND

Firm Info
Address: 931 S Washington St Suite 1, Bismarck, ND 58504, USA
Phone: (701) 222-3268

Firm Size
Assets Under Management: $134 billion
# of Advisors: 869
# of Clients: 165,510
Client to Advisor Ratio: 190:1
Average Account Size: $809,619
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Creative Planning Overview

Creative Planning is a registered investment advisory firm that provides investment advice only. They are based in Overland Park, KS and have been in business since 1983. They have a fee-only fee arrangement, which means they only charge clients for the advice they give and do not receive any commissions or other compensation for financial products they sell. The firm offers a range of services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. Their portfolio management services are designed to help clients achieve their financial goals by creating personalized investment portfolios that are based on their needs, risk tolerance, and investment objectives. Creative Planning also provides pension consulting services to help businesses design and manage employee retirement plans. This includes assisting with plan design, vendor selection, investment advice, employee education, and ongoing plan management. They also offer educational seminars and workshops to help clients learn more about investing, retirement planning, and other financial topics. Overall, Creative Planning is a comprehensive investment advisory firm that offers a range of services to help clients manage their investments and achieve their financial goals. Their fee-only fee arrangement ensures that clients receive unbiased advice and recommendations that are in their best interests.

CREATIVE PLANNING is a financial planning firm that serves a diverse range of clients. They offer their personalized services to individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other corporation types not listed. This variety of clientele allows the firm to provide unique solutions based on the specific needs of their clients. As such, CREATIVE PLANNING is able to provide comprehensive financial planning services to all these different entities. When it comes to the firm's fee structures, there are a variety of options available to their clients. Depending on the service provided, CREATIVE PLANNING offers different fee structures that allow their clients to choose an option that works best for them. One such structure is a percentage of AUM, which refers to the percentage of assets under management that the firm charges their clients. Additionally, they offer hourly fees, fixed fees, and other types of fees that can be customized to fit the specific needs of their clients. This flexibility in fee structures is just another way that CREATIVE PLANNING is able to cater to their clients' individual needs and provide them with the best possible solutions.

Typical Clients, Fee Structures & Investment Minimum

According to CREATIVE PLANNING's Part 2 Brochure, the firm's investment minimum is not mentioned.

How This Office Can Help Burleigh County, ND Residents

Creative Planning assists clients in Burleigh County, ND by providing customized financial planning and investment management services. The firm understands that residents in the county may face various financial situations. For example, many people in Burleigh County may work in agriculture or oil-related industries, which can be volatile and uncertain. Additionally, the county has a mix of urban and rural areas, which can present unique challenges in terms of estate planning, retirement planning, and investment strategies. Creative Planning works closely with clients in Burleigh County to create a financial plan that addresses their specific needs and goals. This may involve developing a strategy for investing in stocks, bonds, or real estate; establishing a retirement savings plan that takes into account the client's expected income and expenses; or developing an estate plan that ensures their assets are distributed according to their wishes. By offering personalized financial advice and guidance, Creative Planning helps clients in Burleigh County gain confidence in their financial future and plan for their long-term success.

To view the Minimum Investment and Fee Schedule for Creative Planning, visit their Part 2 Brochure.

Services Offered by Creative Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Creative Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 931 S Washington St Suite 1, Bismarck, ND 58504, USA
Phone (701) 222-3268
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 5454 W. 110TH STREET, OVERLAND PARK, KS 66211, United States

This firm has no other locations.

State Registrations

Creative Planning is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Creative Planning does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs