Creative Planning

Creative Planning

Creative Planning, LLC is an SEC-registered investment adviser (CRD 105348) headquartered in Overland Park, Kansas, offering comprehensive fiduciary wealth management, investment management, financial planning, tax and estate planning, retirement plan consulting, trust services, and family office solutions to individuals, high-net-worth clients, institutions, nonprofits, and retirement plans across all 50 U.S. states and approximately 90 countries (per Form ADV Part 2A dated March 31, 2026 and company website). Registered as an investment adviser with the SEC since March 18, 1983, the firm was acquired and scaled under President and CEO Peter Mallouk beginning in 2004; it is majority-owned by Mallouk-related trusts with a minority stake held by a TPG affiliate. As of December 31, 2025, Creative Planning managed approximately $295.57 billion in client assets ($291.93 billion discretionary and $3.64 billion non-discretionary) and provided monitoring/consulting (assets under advisement) for section 404 pension plans totaling about $101.28 billion (per Form ADV Part 2A). Combined with affiliates including United Capital Financial Advisors, SageView Advisory Group, and Baseline Wealth Management, the firm reports more than $710 billion in assets under management or advisement as of the same date (per official website). The firm employs a planning-led, multi-disciplinary model with in-house CFPs, attorneys, CPAs (via affiliated or partner firms), and other specialists, emphasizing customized portfolios rather than model portfolios, and has grown via both organic expansion and acquisitions.