Creative Planning

Retirement Planning Firm in Addison, TX

Firm Info
Address: 15303 Dallas Pkwy Suite 460, Addison, TX 75001, USA
Phone: (972) 960-3780

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 an investment advisory firm that has been providing investment advice only services since 1983. Headquartered in Overland Park, KS, the firm offers a fee-only fee arrangement to its clients. This indicates that the firm does not earn any fees from products sold by them or any commissions, and all of their revenues come from the fees charged for their investment advice services. The firm provides a range of services to its clients, including financial planning, portfolio management for individuals, small businesses, businesses, and institutional clients, pension consulting services, selection of other advisors, educational seminars, and workshops. The firm aims to provide personalized services to its clients, taking into account their unique needs, goals, and risk tolerance levels. Creative Planning has a team of experienced and knowledgeable financial advisors who work with clients to create customized investment strategies that help them achieve their financial goals. The firm uses a structured approach to portfolio management and focuses on diversification, asset allocation, and risk management to help clients achieve maximum returns with minimal risk. The firm's expertise in pension consulting services helps businesses manage their retirement plans efficiently, while its educational seminars and workshops help clients make informed investment decisions.

Creative Planning caters to a wide array of clients, including individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other types of corporations not listed. They are committed to providing comprehensive financial planning services that are tailored to meet the unique needs and goals of their clients. Creative Planning understands that each client is different, so they take a personalized approach to deliver customized solutions that can help individuals and organizations navigate even the most complex financial challenges. There are several fee structures available for the services provided by Creative Planning, depending on the specific needs and preferences of the client. These include percentage of assets under management (AUM), hourly fees, fixed fees, and other types of fees. The percentage of AUM fee structure is popular among clients who prefer that their advisor's interests are aligned with theirs, as the fees increase as the value of the assets increase. Hourly fees, on the other hand, are relevant for clients who prefer an à la carte approach or who require specific, one-time assistance. Fixed fees are ideal for clients who want to know the total cost of the service upfront, and other types of fees may be used for clients who require more complex services with unique billing needs. With such a diverse range of fee structures, Creative Planning ensures that all clients are able to obtain the support and guidance they need, regardless of their preferences or budget.

Typical Clients, Fee Structures & Investment Minimum

According to Creative Planning's Part 2 Brochure, the firm does not mention an investment minimum.

How This Office Can Help Addison, TX Residents

Creative Planning is a financial advisory service that provides personalized wealth management solutions to clients in Addison, TX. They understand that each individual has their own unique financial situation and provide tailored advice to help clients achieve their financial goals. This may include retirement planning, investment advice, estate planning, tax optimization, and more. Addison, TX is a thriving community with a mix of businesses and recreational opportunities, but its residents face various financial challenges. Many individuals in Addison, TX are employed in fast-paced corporate environments and may need help transitioning between jobs, negotiating pay, or managing stock options. Additionally, Addison, TX has a high cost of living, which can make it difficult for individuals to stay on top of their finances. Creative Planning can assist clients in navigating these financial challenges and offer professional advice to help them build a solid financial foundation.

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 15303 Dallas Pkwy Suite 460, Addison, TX 75001, USA
Phone (972) 960-3780
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.