{
  "crd_number": 310315,
  "slug": "creative-planning-solutions-inc-grand-terrace-ca-310315",
  "primary_business_name": "CREATIVE PLANNING SOLUTIONS, INC",
  "legal_name": "CREATIVE PLANNING SOLUTIONS, INC",
  "dbas": [],
  "city": "Grand Terrace",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40140",
  "metro": {
    "cbsa_code": "40140",
    "common_name": "Riverside",
    "msa_name": "Riverside-San Bernardino-Ontario, CA",
    "path": "/advisors/ca/riverside"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-10-26",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-01-16",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/company/creative-planning-solutions/about",
    "https://linkedin.com/in/ryan-purdie-11aa881b5"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310315",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "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?"
    }
  ],
  "city_as_filed": "GRAND TERRACE",
  "url": "https://advisorcensus.com/firm/creative-planning-solutions-inc-grand-terrace-ca-310315",
  "display_name": "Creative Planning Solutions, Inc",
  "summary": "Creative Planning Solutions, Inc is a state-registered investment advisory firm in Grand Terrace, CA, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated January 16, 2026.",
  "citation": "AdvisorCensus. Creative Planning Solutions, Inc (CRD 310315): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Creative Planning Solutions, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Creative Planning Solutions, Inc reports these compensation arrangements: fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Creative Planning Solutions, Inc located?",
      "a": "Creative Planning Solutions, Inc's principal office is in Grand Terrace, CA, according to its Form ADV."
    },
    {
      "q": "Is Creative Planning Solutions, Inc registered with the SEC or a state?",
      "a": "Creative Planning Solutions, Inc is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310315."
    },
    {
      "q": "What types of clients does Creative Planning Solutions, Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (20)."
    },
    {
      "q": "Does Creative Planning Solutions, Inc report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310315"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/creative-planning-solutions-inc-grand-terrace-ca-310315.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310315",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}