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CREATIVE PLANNING
CREATIVE PLANNING, LLC
CRD 105348 · SEC 801-18564
5454 W. 110TH STREET, OVERLAND PARK, KS, 66211, United States
Phone
(866) 909-5148
Fax
(888) 243-9402
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$295.57B
Discretionary AUM
$291.93B
Team
1650 total employees; 1538 advisory reps; 1767 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47540 | $19.52B |
| High net worth individuals | 39511 | $164.44B |
| Pooled investment vehicles | 5 | $922.0M |
| Pension/profit sharing plans | 10861 | $96.02B |
| Charitable organizations | 335 | $4.14B |
| State/municipal entities | 199 | $3.39B |
| Corporations/business entities | 1847 | $7.13B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://connect.creativeplanning.com/
- https://restirementservices.creativeplanning.com/
- https://www.facebook.com/OfficialPeterMallouk/
- https://www.youtube.com/@telarray1870
- https://www.youtube.com/user/kuenzid
- https://vimeo.com/CREATIVEPLANNING
- https://twitter.com/CPIWealth
- https://www.linkedin.com/company/creative-planning/
- https://www.facebook.com/CreativePlanningIntl/
- https://www.linkedin.com/company/berno-financial-management-inc/
- https://petermallouk.com/
- https://www.youtube.com/@wipflifinancialadvisors
- https://www.linkedin.com/company/creativeplanningbusiness/
- https://www.linkedin.com/company/90848/
- https://www.linkedin.com/company/sunrise-advisors/
- https://www.youtube.com/channel/UCCkucpoWXqmU-rkXK4Xmkcg
- https://www.facebook.com/creativeplanninginc/
- https://twitter.com/pfaclient
- https://thepathtofreedom.com/
- https://www.linkedin.com/company/business-appraisal-services-llc/
- https://www.instagram.com/socialimpactfinancial/
- https://www.facebook.com/pathtofreedombook
- https://www.instagram.com/aviationfinancialfreedom/
- https://www.facebook.com/FerrisCapitalLLC/
- https://www.instagram.com/peter_mallouk/
- https://twitter.com/thepathbook
- https://www.linkedin.com/in/peter-mallouk/
- https://www.linkedin.com/company/telarrayadvisors/
- https://twitter.com/CPIWealth_Intl
- https://twitter.com/PETERMALLOUK
- https://www.instagram.com/domangroup/
- https://www.youtube.com/user/creativeplanning
- https://www.linkedin.com/showcase/ml&r-wealth-management-llc/
- https://www.linkedin.com/company/daniels---tansey/
- https://www.linkedin.com/company/kowal-investment-group
- https://www.youtube.com/channel/UC8id993o_4g9Kro9FZvbe6A
- https://www.youtube.com/@CP-BusinessServices
- https://www.instagram.com/ferriscapital/?hl=en
- https://willandtrustcenter.com/
- https://www.kowalinvestmentgroup.com/
- https://www.linkedin.com/company/iron-fiduciary/
- https://www.linkedin.com/company/jbjinvest/
- https://www.linkedin.com/company/keystone-wealth-partners-llc/
- https://www.linkedin.com/company/paradigm-financial-advisors-llc/
- https://www.facebook.com/people/Ferris-Capital/100026536855298/
- https://www.linkedin.com/company/reilly-financial-advisors/
- https://www.linkedin.com/company/sullivan-bruyette-speros-&-blayney/
- https://www.linkedin.com/company/truewealthatl/
- https://creativeplanning.com/
- https://www.instagram.com/creativeplanning_llc/
- https://www.instagram.com/yourjourneyfinancialfreedom/
- https://www.linkedin.com/company/creative-planning-legal-p-a/
- https://www.linkedin.com/company/ferris-capital-llc/
- https://americasbest401k.com/
- https://www.linkedin.com/company/the-doman-group/about/
- https://livewell.creativeplanning.com/
- https://thewomensforum.creativeplanning.com
- https://www.linkedin.com/company/creative-planning-international
- https://www.linkedin.com/company/united-capital-financial-advisors
- https://www.linkedin.com/showcase/womens-forum
- https://x.com/CPIWealth
- https://www.facebook.com/UnitedCapitalFinancialAdvisors
- https://www.linkedin.com/company/cpretirement/
- https://x.com/cpiwealth_intl
- https://www.linkedin.com/company/2707222/admin/
Official SEC filing: View on IAPD