Creative Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$15,000

“Generally, our fees are charged on a fixed fee basis; while most plans range from $1,500 to $15,000 depending on the breadth of services provided, the complexity of the client’s situation, and the advisor representative providing services, there are certain circumstances where Creative Planning offers financial…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Creative Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are annualized and applied quarterly in arrears based on the number of calendar days in a quarter.”
• “The value of the assets billed will be calculated using the asset share price on the last day of the quarter and the number of shares at the time the account was last connected.”
• “If the relationship is terminated, a prorated fee will be due for the number of days you were a client in the quarter.”

How Creative Planning’s fees compare

• Its flat or project fee of $1,500-$15,000 spans the Kansas median of $3,500. 84% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 16 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Creative Planning

• Firm size: 1,650 employees.
• Registered as an adviser: 1983 (43 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

87,051

Employees

1,650

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, state and local governments, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$295,568,603,071

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

105348

Website

connect.creativeplanning.com (opens in new tab)

Phone

(866) 909-5148

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Overland Park that publish fees

• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr
• Aspyre Wealth PartnersOverland Park$150⁠-⁠$500/hr
• Balanced Financial Planning, Inc.Overland Park$270/hr
• Coplanning Financial LLCOverland Park$6,900, $12,000/yr

Compare all 66 planners in Overland Park