Creative Planning

Registered investment advisor · Overland Park, Kansas · CRD #105348

Assets Under Management

$295.6B

Client Accounts

320,323

Employees

1,650

CRD Number

105348

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., National Financial Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Creative Planning

Creative Planning, LLC is a registered investment advisor and wealth management firm based in Overland Park, Kansas. Founded in 1983 and majority-owned by Peter Mallouk, the firm manages over $370 billion in assets and employs more than 2,100 professionals, including over 525 certified financial planners. Creative Planning serves clients with a minimum of $500,000 in investable assets across the U.S. and internationally. The firm offers a comprehensive range of services, including wealth and in

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Creative Planning

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Creative Planning's AUM?

Creative Planning reports approximately $295.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Creative Planning headquartered?

Creative Planning is headquartered in Overland Park, Kansas.

What is Creative Planning's CRD number?

Creative Planning's CRD number is 105348. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.