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CREATIVE PLANNING
Legal name: CREATIVE PLANNING, LLC
CRD 105348File 801-18564
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$295.57B
Top 10% of cohort (national)
Discretionary AUM
$291.93B
Non-discretionary $3.64B
Clients
100,298
320,323 accounts
Employees
1,650
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 18, 1983
- Principal office
- 5454 W. 110TH STREET, OVERLAND PARK, KS, 66211
- Phone
- (866) 909-5148
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $295.57B
- Discretionary AUM
- $291.93B
- Non-discretionary AUM
- $3.64B
- Discretionary accounts
- 317,512
- Non-discretionary accounts
- 2,811
- Total accounts
- 320,323
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,847 | $7.13B |
| Charitable organizations | 335 | $4.14B |
| High net worth individuals | 39,511 | $164.44B |
| Pooled investment vehicles | 5 | $922.0M |
| Pension and profit sharing plans | 10,861 | $96.02B |
| State or municipal government entities | 199 | $3.39B |
| Individuals (other than high net worth individuals) | 47,540 | $19.52B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C5
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,428 | 1,650 | increased by222 |
| Apr 1, 2026 | Clients | 84,858 | 100,298 | increased by15,440 |
| Apr 1, 2026 | AUM | $217,399,324,981 | $295,568,603,071 | increased by$78,169,278,090 |
| Apr 1, 2026 | Accounts | 269,686 | 320,323 | increased by50,637 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 929 | 1,428 | increased by499 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 55,811 | 84,858 | increased by29,047 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $133,830,630,372 | $217,399,324,981 | increased by$83,568,694,609 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 165,510 | 269,686 | increased by104,176 |
| Apr 1, 2022 | Employees | 725 | 929 | increased by204 |
| Apr 1, 2022 | Clients | 48,198 | 55,811 | increased by7,613 |
| Apr 1, 2022 | AUM | $90,033,701,897 | $133,830,630,372 | increased by$43,796,928,475 |
| Apr 1, 2022 | Accounts | 144,903 | 165,510 | increased by20,607 |
| Aug 1, 2021 | Employees | 610 | 725 | increased by115 |
| Aug 1, 2021 | Clients | 44,959 | 48,198 | increased by3,239 |
| Aug 1, 2021 | AUM | $75,589,120,012 | $90,033,701,897 | increased by$14,444,581,885 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREATIVE PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREATIVE PLANNING” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.