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Creative Planning has advisors in most states and clients in all 50 states.
Headquarters – Kansas City

5454 W 110th Street
Overland Park, KS 66211
Click here for directions/map
Toll Free: (844) 850-1717
[email protected]

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Awarded the #1 Independent Wealth Management Firm in America – Barron’s (2017)

Our fierce commitment to independence means you get unbiased advice, not sales. No hidden fees, commissions and none of our own mutual funds or hedge funds to cloud our vision or create conflicts of interest. We are singularly focused on providing advice and solutions that champion your best interests.

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#1 Wealth Management Firm in America
(2015)
#1 Independent Wealth Management Firm in America
(2017)
Peter Mallouk Named to Worth Magazine’s Power 100 List
(2017-2018)
Named Top RIA list in America
(2014-2018)

"Creative Planning, is at the vanguard of a profound shift in finance: the move away from brokers and mutual fund companies peddling products for a fee, and toward firms offering truly independent, low-cost investment advice."

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#1

Ranking

Ranked the #1 Wealth Management Firm in America by Barron’s (2017)

$42

Billion

Assets Managed by Creative Planning
as of 06/30/19

50

States

Providing financial peace of mind in all 50 states!

Discover the True Meaning of Transparency

Regardless of what the TV commercials insinuate, the vast majority of name brand firms are technically “brokers.” This means they get paid for putting your money in products or funds that benefit the house. We offer a refreshingly unbiased approach where we resolutely support your financial health, steer progress, and act as your legal fiduciary by upholding your interests above our own.

The Only Source of Knowledge is Experience.

-Einstein

Established in 1983, we demonstrate our devotion to taking excellent financial care of our clients by surrounding them with a team of credentialed experts. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Certified Public Accountants (CPA), Estate Planning Attorneys (JD), Risk Management Specialists and Retirement Planning experts.

Everyone Deserves the Ultra Wealthy Treatment.

Our holistic family office approach offers a full range of experts from every relevant field. This sets us apart from other independent financial advisors that typically only offer investment advice. Creative Planning gives you multidimensional advice – true comprehensive wealth management that is normally reserved for only the ultra-wealthy.

Find out how we can help you succeed. See if you qualify…