Creative Planning

Creative Planning, LLC
Company type	Private
Industry	Financial services
Founded	1983
Headquarters	Overland Park, Kansas
Area served	United States
Services	Wealth management; financial planning; estate planning; tax planning; trust services; charitable giving;
AUM	US$245 billion (2023)
Owner	Peter Mallouk
Number of employees	2,100 (2023)
Website	creativeplanning.com

Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas. The company provides wealth management services for individuals, businesses and institutions, including investment management, financial planning, estate planning, tax planning, trust services, tax preparation and charitable giving services.

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