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Creative Planning Write for us

Creative Planning Write for us

Creative Planning remains an independent wealth management firm and registered investment advisor, mainstream owned by American financial advisor Peter Mallouk. The firm was founded in 1983 and headquartered in Overland Park, Kansas.

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Creative Planning offers various wealth management services, including investment management, retirement planning, estate planning, and tax planning. The firm has over 1,000 employees and over $225 billion in assets under management.

Creative Planning is a fee-only firm that does not receive commissions from its products. This ensures that their advice is always in the best interests of their clients.

The firm consumes a strong reputation for providing high-quality financial advice. They have been ranked as one of the top wealth management firms in the country by several publications, including Forbes, Barron’s, and Investment Advisor.

If you are looking for a comprehensive wealth management firm to help you achieve your monetary goals, Creative Planning is a good option.

Here are Some of the Pros and Cons of Creative Planning

Pros:

  • Fee-only firm
  • Strong Reputation
  • Wide range of services
  • Experienced advisors
  • Excellent client satisfaction

Cons:

  • It can be expensive for some clients
  • Not available in all states
  • Some clients have complained about the firm’s customer service

Creative Planning is a reputable wealth management firm that can provide high-quality financial advice. However, it is important to research before deciding if the firm is right for you.

What is Creative Planning Worth?

Creative Planning is worth $225 billion in assets under management and advertisement as of December 2021. The firm has grown its assets under leadership to $26.2 billion with advisers in more than 30 states and clients in all 50 U.S. states.

In 2022, Creative Planning sold a 20% stake to private equity firm Insight Partners for $2.1 billion. This valued the firm at $10.5 billion.

Peter Mallouk, the firm’s founder and CEO, remains the majority owner of Creative Planning. He owns about 60% of the firm.

Creative Planning is a fee-only firm that does not receive commissions from its products. This ensures that their advice is always in the best interests of their clients.

The firm consumes a strong reputation for providing high-quality financial advice. They have been ranked as one of the top wealth management firms in the country by several publications, including Forbes, Barron’s, and Investment Advisor.

If you are looking for a comprehensive wealth management firm to help you realize your financial goals, Creative Planning is a good option.

Here are Some of the Things you Should Consider When Evaluating Creative Planning

Their fees: Creative Planning’s fees remain based on the size of your portfolio. They range from 0.25% to 1.20%.

Their investment philosophy: Creative Planning’s investment philosophy is to build diversified portfolios designed to grow over the long term. They use a variety of asset classes, including stocks, bonds, and alternative investments.

Their services: Creative Planning offers a wide range of wealth management services, including investment management, retirement planning, estate planning, and tax planning.

Their client satisfaction: Creative Planning has a high level of client satisfaction. Clients rated them highly on several websites, including Trustpilot and Google.

Overall, Creative Planning is a reputable company that can provide high-quality financial advice. However, it is important to research before deciding if the firm is right for you.

Who Owns Creative Planning?

Creative Planning is majority-owned by Peter Mallouk, the firm’s founder and CEO. He owns about 60% of the firm. In 2022, Creative Planning sold a 20% stake to private equity firm Insight Partners for $2.1 billion. This valued the firm at $10.5 billion.

Here is a Breakdown of the Ownership of Creative Planning:

  • Peter Mallouk: 60%
  • Insight Partners: 20%
  • Other shareholders: 20%

Creative Planning is a fee-only firm, meaning they do not receive commands from their products. This ensures that their advice is always in the best interests of their clients.

The firm consumes a strong reputation for providing high-quality financial advice. They have been ranked as one of the top wealth management firms in the country by several publications, including Forbes, Barron’s, and Investment Advisor.

If you are looking for a comprehensive wealth management secure to help you achieve your financial goals, Creative Planning is a good option.

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