Creative Planning
Assets Under Management
$217.4B
Number of Clients
84,858
Number of Advisors
981
Average Client AUM
$2.6M
AUM per Advisor
$221.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Creative Planning provides portfolio management with ongoing supervision, retirement plan services, and financial planning services. They build diversified portfolios using bonds, equities, ETFs, mutual funds, and private fund investments. Services are tailored to each client's needs, with the client responsible for notifying the firm of any changes.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable.
Fee Estimator
For portfolio management, fees are based on a percentage of your assets, charged quarterly. For example, the first $500,000 is charged 1.20%. Fees are negotiable and may be adjusted based on your financial situation, assets under management, and complexity of services. There may be additional fees for sub-advisor services. Financial planning fees are not explicitly stated.
Areas of Practice
Location
5454 W. 110th Street, Overland Park, KS, 66211