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Creative Planning

Customized Wealth and Estate Planning

About Creative Planning

Comprehensive wealth advisory firm offering personalized financial planning, investment management, tax, estate, retirement, and business succession services nationwide.

Key facts

Industry
Financial Services
Company size
1,001–5,000 employees
Headquarters
Overland Park, Kansas, United States
Founded
1983
Revenue
$172M – $2BTamtam estimate
Website
creativeplanning.com
LinkedIn
linkedin.com/company/creative-planning

Creative Planning at a glance

Creative Planning is a B2C company in the Financial Services industry, headquartered in Overland Park, Kansas, United States.

Creative Planning was founded in 1983.

Creative Planning has 1,001–5,000 employees.

Creative Planning's revenue is $172M – $2B (Tamtam estimate).

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