Creative Planning

Retirement Planning Firm in Chandler, AZ

Firm Info
Address: 2701 W Queen Creek Rd UNIT 3, Chandler, AZ 85248, USA
Phone: (480) 782-1034

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 since 1983. The firm is headquartered in Overland Park, KS, and prides itself on offering fee-only arrangements to its clients. Creative Planning is a registered investment advisory firm, which means they only provide investment advice and no investment products. The firm offers a wide range of investment services to clients, including financial planning, portfolio management for individuals and small businesses, portfolio management services for businesses or institutional clients, and pension consulting services. Creative Planning also offers educational seminars and workshops for clients who are interested in learning more about investing and financial planning. Creative Planning's team of experienced advisors is dedicated to helping their clients achieve their investment goals. They offer a range of investment strategies and tools to help clients create tailored investment plans that align with their goals and risk tolerance. Furthermore, they help clients select other advisors and investment products that will help them maximize their returns while minimizing their risks. All in all, Creative Planning is a trusted partner for anyone who needs expert investment advice to help them achieve their financial goals.

Creative Planning is a firm that caters to a diverse range of clients, including 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. The firm's services are tailored to the unique needs of each client, ensuring that they receive the most appropriate advice to meet their goals. Creative Planning has the expertise and experience to serve clients from different sectors, each with their own distinctive financial challenges and opportunities. Creative Planning offers a variety of fee structures, depending on the service provided. These fee structures include a percentage of assets under management, hourly, fixed fees, and other types of fees. This broad range of fees ensures that clients can choose the pricing structure that best suits their needs and preferences. The firm also provides transparent and competitive pricing, so clients can be confident that they are getting value for their money. The fees charged are directly proportional to the level of service provided, ensuring that clients receive personalized financial advice that accurately reflects their financial situation and goals. Whether a client is seeking investment management, retirement planning, or estate planning, Creative Planning has a fee structure to match.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Creative Planning, there is no information about the investment minimum required by the firm. They do not provide any specific details about the investment minimum that an investor needs to maintain to start investing with the company.

How This Office Can Help Chandler, AZ Residents

Creative Planning provides comprehensive financial planning services for those living in Chandler, AZ. They offer personalized investment strategies that cater to each individual client's unique financial situation. For example, many Chandler residents may be facing the challenge of saving for both their own retirement and their children's college education. Creative Planning can help them develop a plan to balance these priorities and make sure they are on track to meet their financial goals. Additionally, Chandler is a city with a thriving economy and many small business owners. Creative Planning can assist these individuals with business tax planning and retirement planning for themselves and their employees. They can also help with estate planning, which is especially important for those with significant assets or high net worth. Overall, Creative Planning understands the specific financial challenges that Chandler residents may face, and they work closely with their clients to develop a plan that meets their individual needs.

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 2701 W Queen Creek Rd UNIT 3, Chandler, AZ 85248, USA
Phone (480) 782-1034
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 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.