Creative Planning

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $200,000 (the brochure says it may be waived or negotiated)

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$295,568,603,071 as of October 2026, filing dated July 10, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

Creative Planning, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

1983 (43 years)

Employees

Total: 1,650. Performing investment advisory functions: 1,538.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Ascensus Broker Dealer Services, LLCCharles Schwab & Co., Inc.National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

133 other offices, as of the August 2026 filing

Addison, TXAlbany, NYAlbuquerque, NMAlpharetta, GAAtlanta, GAAustin, TXBedford, NHBellevue, WABerwyn, PABirmingham, ALBirmingham, MIBismarck, NDBloomington, MNBoca Raton, FLBoise, IDBoston, MABozeman, MTBrookfield, WIBurlingame, CACape Coral, FLCedar Rapids, IACharlotte, NCChicago, ILColumbus, OHCoralville, IACottonwood Heights, UTDallas, TXDe Pere, WIDecatur, GADeer Park, ILDelafield, WIDenver, CODes Peres, MODoylestown, PAEau Claire, WIEden Prairie, MNEl Dorado Hills, CAEl Segundo, CAFort Wayne, INFort Worth, TXFranklin, TNFulton, MDGilbert, AZGlen Allen, VAGlenview, ILGrand Rapids, MIHicksville, NYHilton Head, SCHonolulu, HIIndianapolis, INIrving, CAIrving, TXKaty, TXKnoxville, TNLake Elmo, MNLas Vegas, NVLawrence, KSLewisburg, PALittle Rock, AZLondonderry, NHLouisville, COMacon, GAMadison, WIMaitland, FLMcLean, VAMemphis, TNMenlo Park, CAMetairie, LAMiddlesburgh Heights, OHMilford, CTMiramar Beach, FLMonterey, CAMontgomery, OHMt. Pleasant, SCMuncie, INNaples, FLNew Richmond, WINew York, NYNewport Beach, CANorth Bethesda, MDNorthbrook, ILOak Brook, ILOakbrook Terrace, ILOklahoma City, OKOmaha, NEOverland Park, KSParamus, NJPhoenix, AZPittsburgh, PAPleasanton, CAPort Washington, WIPortland, ORPrinceton, NJRacine, WIRadnor, PARaleigh, NCRedwood City, CAReno, NVRochester, NYRockford, ILSan Antonio, TXSan Diego, CASanta Clara, CASanta Monica, CAScottsdale, AZSeattle, WASherman Oaks, CAShort Hills, NJSioux Falls, SDSouth Bend, INSouthborough, MASt. Cloud, MNState College, PASyracuse, NYTampa, FLThe Woodlands, TXTroy, MITulsa, OKUrbandale, IAValencia, CAVirginia Beach, VAVoorhees, NJWalla Walla, WAWalnut Creek, CAWaterloo, IAWausau, WIWayzata, MNWest Fargo, NDWest Palm Beach, FLWestlake Village, CAWestlake, OHWichita, KSWilmington, DE

States registered or notice-filed

53 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

3 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
• 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $90,033,701,897 in the October 2021 data and $295,568,603,071 in the October 2026 data, up 228%.

Total employees: 725 in October 2021 and 1,650 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • Employees performing advisory functions went from 1319 to 1538.
   • Regulatory assets under management went from $217,399,324,981 to $295,568,603,071 (+36%).
   • Changed its office addresses in Chicago, IL.
   • Changed its office addresses in Dallas, TX.
   • Changed its office addresses in New Richmond, WI.
   • Changed its office addresses in Short Hills, NJ.
   • Changed its office addresses in Tampa, FL.
   • Changed its office addresses in Wilmington, DE.
   • Added an office in Austin, TX.
   • Added an office in Bellevue, WA.
   • Added an office in Birmingham, MI.
   • Added an office in Boston, MA.
   • Added an office in De Pere, WI.
   • Added an office in Decatur, GA.
   • Added an office in Deer Park, IL.
   • Added an office in Doylestown, PA.
   • Added an office in Eden Prairie, MN.
   • Added an office in Fort Wayne, IN.
   • Added an office in Fulton, MD.
   • Added an office in Glen Allen, VA.
   • Added an office in Glenview, IL.
   • Added an office in Honolulu, HI.
   • Added an office in Irving, TX.
   • Added an office in Katy, TX.
   • Added an office in Knoxville, TN.
   • Added an office in Lake Elmo, MN.
   • Added an office in Lewisburg, PA.
   • Added an office in Little Rock, AZ.
   • Added an office in Louisville, CO.
   • Added an office in Newport Beach, CA.
   • Added an office in North Bethesda, MD.
   • Added an office in Oakbrook Terrace, IL.
   • Added an office in Phoenix, AZ.
   • Added an office in Portland, OR.
   • Added an office in Redwood City, CA.
   • Added an office in Reno, NV.
   • Added an office in San Diego, CA.
   • Added an office in Seattle, WA.
   • Added an office in State College, PA.
   • Added an office in Syracuse, NY.
   • Added an office in Tulsa, OK.
   • Added an office in Valencia, CA.
   • Added an office in Voorhees, NJ.
   • Added an office in Wayzata, MN.
   • Added an office in West Palm Beach, FL.
   • Added an office in Westlake Village, CA.
   • Added an office in Westlake, OH.
   • No longer lists an office in Green Bay, WI.
   • No longer lists an office in Minneapolis, MN.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.