Creative Planning, Inc.

Creative Planning, Inc.

Creative Planning, Inc.

Date Founded




Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Creative Planning, Inc Welcome to Creative Planning. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 20 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success

Contact Data
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Executives & Employees

Director of Investor Psychology

Director of Financial Education

Director of Fiduciary Advice

Director of Regulatory Governance

Chief Investment Officer

Account Executive

Head, 401 (K) Division

Managing Director

Managing Director

Board of Directors

Director of Investor Psychology at Creative Planning, Inc.

Managing Director at Creative Planning, Inc.

Managing Director at Creative Planning, Inc.

Paths to Creative Planning, Inc.
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Creative Planning, Inc.
Recent Transactions
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General Atlantic LLC, General Atlantic Service Co. LP purchase Creative Planning, Inc.

Details Hidden

Creative Planning, Inc. purchases Stratford Consulting LLC

Details Hidden

Creative Planning, Inc. purchases Hogan Financial Management LLC

Transaction Advisors
Investment Advisor

Advised onCreative Planning, Inc. purchases OptiFour Integrated Wealth Management LLC

Advisors & Consultants

Senior Vice President, Financial at JConnelly, Inc.

Professional at JConnelly, Inc.

Details Hidden

General Atlantic makes growth equity investments in companies with portfolio partnerships averaging over five years. The firm focuses on business services, financial services, healthcare, internet & technology and retail & consumer sectors. The firm partners with entrepreneurs who share a common vision for growing their businesses and building value over time. General Atlantic applies the following criteria in identifying attractive investment opportunities: strong market position and favorable industry structure, experienced, scalable management team with aligned incentives, sustainable competitive advantage with intellectual property and high barriers to entry and identifiable levers for value-creation.

Awards & Honors
Rank #1
Financial Planning Magazine - Fastest Growing RIAs
Rank #5
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #2
Financial Planning Magazine - Fastest Growing RIAs
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