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CREATIVE FINANCIAL PLANNING ADVISORS, INC.
CRD 127878
5652 YELLOW WOOD DRIVE, SOUTH BEND, IN, 46614-5565, United States
Phone
(574) 232-8000
Fax
574-287-1000
Registration
— (—)
Source
State registered
Total AUM
$30.4M
Discretionary AUM
$30.4M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $6.8M |
| High net worth individuals | 16 | $23.3M |
| Charitable organizations | 1 | $317K |
| Corporations/business entities | 1 | $5K |
All web addresses on file
Official SEC filing: View on IAPD