Creative Planning

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Trust Score 87%
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Creative Planning, federally registered in 1983, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 366 advisors. Creative Planning manages $43.4 billion and provides investment advisory services for 36,775 clients (1:101 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor David Faubion Hokanson
Avg Advisor Trust Score 96
Avg Advisor Years Registered 3
Minimum Investment $0
Average Client Balance $1,181,126
Total AUM $43.4 billion
Advisor / Client Ratio 1:101
Headquarters Overland Park, KS
SEC Filings Forms and Brochures    (CRD # 105348)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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