# Creative Planning

> Creative Planning is an SEC-registered investment advisory firm in Overland Park, KS, registered since 1983, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 105348
- Filed as: CREATIVE PLANNING
- Legal name: Creative Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105348
- AdvisorCensus page: https://advisorcensus.com/firm/creative-planning-overland-park-ks-105348

## Quick answers

**How is Creative Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Creative Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Creative Planning located?**
Creative Planning's principal office is in Overland Park, KS, according to its Form ADV; the August 2026 filing also lists 133 other offices (Schedule D, Section 1.F).

**Is Creative Planning registered with the SEC or a state?**
Creative Planning is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105348.

**How much does Creative Planning manage?**
Creative Planning reports $295,568,603,071 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (99% discretionary).

**How have Creative Planning's assets and staff changed since 2021?**
In the Form ADV data for Creative Planning: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Creative Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47,540); high net worth individuals (39,511); pension and profit sharing plans (but not the plan participants or government pension plans) (10,861).

**Which custodians does Creative Planning use?**
Creative Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Broker Dealer Services, LLC, Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Creative Planning report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105348

**Does Creative Planning state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We generally require a client to have a minimum of $200,000 asset under management. At our discretion and based upon specific facts and circumstances including, but not limited to, the amount of assets anticipated to be under management, account householding arrangements, or other services provided, we may waive the minimum when we believe it is suitable."

**What changed in Creative Planning's recent Form ADV filings?**
In the April 2026 filing data: 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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

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

> We generally require a client to have a minimum of $200,000 asset under management. At our discretion and based upon specific facts and circumstances including, but not limited to, the amount of assets anticipated to be under management, account householding arrangements, or other services provided, we may waive the minimum when we believe it is suitable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Broker Dealer Services, LLC
- Charles 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.

### Regulatory assets under management (Item 5.F)
- Total: $295,568,603,071
- Discretionary: $291,931,221,966
- Non-discretionary: $3,637,381,105

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47,540 | $19,523,044,995 |
| High net worth individuals | 39,511 | $164,439,796,326 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $921,982,568 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10,861 | $96,021,955,261 |
| Charitable organizations | 335 | $4,142,065,963 |
| State or municipal government entities (including government pension plans) | 199 | $3,387,879,864 |
| Corporations or other businesses not listed above | 1,847 | $7,131,878,094 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1983 (43 years)
- Employees: 1,650 total, 1,538 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105348

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Addison, TX
- Albany, NY
- Albuquerque, NM
- Alpharetta, GA
- Atlanta, GA
- Austin, TX
- Bedford, NH
- Bellevue, WA
- Berwyn, PA
- Birmingham, AL
- Birmingham, MI
- Bismarck, ND
- Bloomington, MN
- Boca Raton, FL
- Boise, ID
- Boston, MA
- Bozeman, MT
- Brookfield, WI
- Burlingame, CA
- Cape Coral, FL
- Cedar Rapids, IA
- Charlotte, NC
- Chicago, IL
- Columbus, OH
- Coralville, IA
- Cottonwood Heights, UT
- Dallas, TX
- De Pere, WI
- Decatur, GA
- Deer Park, IL
- Delafield, WI
- Denver, CO
- Des Peres, MO
- Doylestown, PA
- Eau Claire, WI
- Eden Prairie, MN
- El Dorado Hills, CA
- El Segundo, CA
- Fort Wayne, IN
- Fort Worth, TX
- Franklin, TN
- Fulton, MD
- Gilbert, AZ
- Glen Allen, VA
- Glenview, IL
- Grand Rapids, MI
- Hicksville, NY
- Hilton Head, SC
- Honolulu, HI
- Indianapolis, IN
- Irving, CA
- Irving, TX
- Katy, TX
- Knoxville, TN
- Lake Elmo, MN
- Las Vegas, NV
- Lawrence, KS
- Lewisburg, PA
- Little Rock, AZ
- Londonderry, NH
- Louisville, CO
- Macon, GA
- Madison, WI
- Maitland, FL
- McLean, VA
- Memphis, TN
- Menlo Park, CA
- Metairie, LA
- Middlesburgh Heights, OH
- Milford, CT
- Miramar Beach, FL
- Monterey, CA
- Montgomery, OH
- Mt. Pleasant, SC
- Muncie, IN
- Naples, FL
- New Richmond, WI
- New York, NY
- Newport Beach, CA
- North Bethesda, MD
- Northbrook, IL
- Oak Brook, IL
- Oakbrook Terrace, IL
- Oklahoma City, OK
- Omaha, NE
- Overland Park, KS
- Paramus, NJ
- Phoenix, AZ
- Pittsburgh, PA
- Pleasanton, CA
- Port Washington, WI
- Portland, OR
- Princeton, NJ
- Racine, WI
- Radnor, PA
- Raleigh, NC
- Redwood City, CA
- Reno, NV
- Rochester, NY
- Rockford, IL
- San Antonio, TX
- San Diego, CA
- Santa Clara, CA
- Santa Monica, CA
- Scottsdale, AZ
- Seattle, WA
- Sherman Oaks, CA
- Short Hills, NJ
- Sioux Falls, SD
- South Bend, IN
- Southborough, MA
- St. Cloud, MN
- State College, PA
- Syracuse, NY
- Tampa, FL
- The Woodlands, TX
- Troy, MI
- Tulsa, OK
- Urbandale, IA
- Valencia, CA
- Virginia Beach, VA
- Voorhees, NJ
- Walla Walla, WA
- Walnut Creek, CA
- Waterloo, IA
- Wausau, WI
- Wayzata, MN
- West Fargo, ND
- West Palm Beach, FL
- Westlake Village, CA
- Westlake, OH
- Wichita, KS
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- americasbest401k.com
- connect.creativeplanning.com
- creativeplanning.com
- kowalinvestmentgroup.com
- livewell.creativeplanning.com
- petermallouk.com
- restirementservices.creativeplanning.com
- thepathtofreedom.com
- thewomensforum.creativeplanning.com
- vimeo.com/CREATIVEPLANNING
- willandtrustcenter.com
- Facebook @CreativePlanningIntl
- Facebook @FerrisCapitalLLC
- Facebook @OfficialPeterMallouk
- Facebook @UnitedCapitalFinancialAdvisors
- Facebook @creativeplanninginc
- Facebook @pathtofreedombook
- Facebook @Ferris-Capital
- Instagram @aviationfinancialfreedom
- Instagram @creativeplanning_llc
- Instagram @domangroup
- Instagram @ferriscapital
- Instagram @peter_mallouk
- Instagram @socialimpactfinancial
- Instagram @yourjourneyfinancialfreedom
- LinkedIn @2707222
- LinkedIn @90848
- LinkedIn @berno-financial-management-inc
- LinkedIn @business-appraisal-services-llc
- LinkedIn @cpretirement
- LinkedIn @creative-planning
- LinkedIn @creative-planning-international
- LinkedIn @creative-planning-legal-p-a
- LinkedIn @creativeplanningbusiness
- LinkedIn @daniels---tansey
- LinkedIn @ferris-capital-llc
- LinkedIn @iron-fiduciary
- LinkedIn @jbjinvest
- LinkedIn @keystone-wealth-partners-llc
- LinkedIn @kowal-investment-group
- LinkedIn @paradigm-financial-advisors-llc
- LinkedIn @reilly-financial-advisors
- LinkedIn @sullivan-bruyette-speros-&-blayney
- LinkedIn @sunrise-advisors
- LinkedIn @telarrayadvisors
- LinkedIn @the-doman-group
- LinkedIn @truewealthatl
- LinkedIn @united-capital-financial-advisors
- LinkedIn @peter-mallouk
- LinkedIn @ml&r-wealth-management-llc
- LinkedIn @womens-forum
- X @CPIWealth
- X @CPIWealth_Intl
- X @PETERMALLOUK
- X @pfaclient
- X @thepathbook
- X @CPIWealth
- X @cpiwealth_intl
- YouTube @CP-BusinessServices
- YouTube @telarray1870
- YouTube @wipflifinancialadvisors
- YouTube @UC8id993o_4g9Kro9FZvbe6A
- YouTube @UCCkucpoWXqmU-rkXK4Xmkcg
- YouTube @creativeplanning
- YouTube @kuenzid

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $90,033,701,897 | 725 | August 3, 2021 |
| October 2022 | $133,830,630,372 | 929 | August 8, 2022 |
| October 2023 | $155,328,127,625 | 1,165 | August 25, 2023 |
| October 2024 | $175,271,678,869 | 1,319 | June 20, 2024 |
| October 2025 | $217,399,324,981 | 1,428 | May 22, 2025 |
| October 2026 | $295,568,603,071 | 1,650 | July 10, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creative Planning (CRD 105348): Form ADV filing data as of October 2026.