CREATIVE PLANNING, LLC
Doing business as CREATIVE PLANNING. SEC Form ADV profile.
Total regulatory AUM
$295,568,603,071
Discretionary
$291,931,221,966
Non-discretionary
$3,637,381,105
Firm details
- CRD number
- 105348
- SEC file number
- 801-18564
- Main office
- OVERLAND PARK, KS, United States
- Employees
- 1,650
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.