Creative Planning

Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $36,529,379,053 in 84,443 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    36,529
    MILLION
  • Total Number of Accounts
    84,443
    ACCOUNTS
  • Average Account Value
    $432,592
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Creative Planning
Showing 1 - 10 of 265 top financial advisors.
1
Andrell V. Adams
CRD#: 6480563
Overland Park, KS 66211

Andrell Adams (CRD# 6480563) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Andrell Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ronald R. Adkison
CRD#: 6033329
Overland Park, KS 66211

Ronald Adkison (CRD# 6033329) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry. Ronald Adkison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dylan A. Aldrich
CRD#: 5776298
Overland Park, KS 66211

Dylan Aldrich (CRD# 5776298) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.

4
Cameron S. Andre
CRD#: 4978626
Cranford, NJ 07016

Cameron Andre (CRD# 4978626) is an Investment Advisor Representative working at Creative Planning in Cranford, NJ and has over 14 years of experience in the finance industry. Cameron Andre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew D. Arnold
CRD#: 5004868
Overland Park, KS 66211

Matthew Arnold (CRD# 5004868) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 13 years of experience in the finance industry.

6
Phillip N. Attebery
CRD#: 4247195
San Diego, CA 92130

Phillip Attebery (CRD# 4247195) is an Investment Advisor Representative working at Creative Planning in San Diego, CA and has over 15 years of experience in the finance industry.

7
Derrick S. Avelar
CRD#: 4525281
Overland Park, KS 66211

Derrick Avelar (CRD# 4525281) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 16 years of experience in the finance industry. Derrick Avelar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Sarah M. Ayler
CRD#: 4685959
Overland Park, KS 66211

Sarah Ayler (CRD# 4685959) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry. Sarah Ayler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Devin M. Baer
CRD#: 6936165
Overland Park, KS 66211

Devin Baer (CRD# 6936165) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.

10
John L. Baker
CRD#: 5619325
Overland Park, KS 66211

John Baker (CRD# 5619325) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry.

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