Creative Planning - Investment Advisers

About Creative Planning

Creative Planning is an independent wealth management firm and investment adviser headquartered in Overland Park, Kansas. Founded in 1983 as a small office in Kansas City, the firm was acquired by Peter Mallouk in 2004, who serves as president and CEO. One of the investment advisers in Kansas, the company manages $295.57B in regulatory assets under management and employs approximately 1,650 professionals serving clients nationwide and internationally. Creative Planning provides comprehensive wealth management services, including investments, tax planning, estate planning, family office services, and retirement plan administration. The firm's planning-led approach begins by understanding client objectives, then designs investment strategies to match those goals rather than using standardized portfolio models. In-house CPAs and attorneys integrate expertise across all aspects of clients' financial situations. Creative Planning also specializes in serving expatriate clients navigating cross-border financial considerations. The firm supports community development through financial education initiatives, educational scholarships, and philanthropic giving aligned with client values.

Key Facts

Assets Under Management

$295.57B

Employees

1,650

SEC File Number

801-18564