Creative Planning Solutions, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The amount owed to you is calculated by multiplying the amount of time spent on the agreed upon service by the hourly rate of $250 and subtracting this from any pre-paid fees to determine the amount the refund.”

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

How Creative Planning Solutions, Inc bills

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

• “Fees are due and payable upon signing of the Investment Advisory Agreement.”

How Creative Planning Solutions, Inc’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Creative Planning Solutions, Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

20

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310315

Phone

(909) 809-9677

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• 401 FinancialSan Diego$250/hr, $500
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• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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