# Creative Financial Planning Advisors

Creative Financial Planning Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** creativeplanning.com

## Regulatory record

- **CRD number:** 127878
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127878

## About

CREATIVE FINANCIAL PLANNING ADVISORS, INC. is a state-registered investment adviser in SOUTH BEND, IN. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Is the firm affiliated with a broker-dealer or insurance platform?

Public databases do not link Creative Financial Planning Advisors to a known broker-dealer or insurance captive. The name and registration suggest an independent RIA structure, meaning advisors are not tied to a single product manufacturer and can select investments across a wider universe.

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Last updated: 2026-07-11T03:50:05.000Z

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