Contact Us

Creative Planing-contact

Creative Planning has advisors in all 50 states!
Headquarters – Kansas City

3400 College Boulevard
Leawood, KS 66211
Click here for directions/map
Phone: (913) 338-2727
Toll Free: (866) 909-5148
Fax: (913) 338-4507
cpi@thinkingbeyond.com

+

How it Works

Step 1

If you have over $50,000 of investable assets, you can schedule a portfolio review with a
Creative Planning wealth manager and we will send you your free copy.

If you have less than $50,000, we recommend Schwab Intelligent Portfolio as a starting
point.

Step 2

During our review, we help you answer some key questions such as…

  • Are you prepared for a coming correction?
  • Are you overpaying for underperformance?
  • Does your advisor have conflicts of interest?

Get a second opinion today

International Investors:
Creative Planning works directly with clients both in the United States and abroad. For residents of
certain countries, Creative Planning has partnered with local advisory firms that share a similar
investment philosophy

#1 Wealth Management Firm in America

(2015)

#1 Independent Wealth Management Firm in America

(2017)

Top 100 Wealth Advisors in America

(2005-2007)

Top 50 RIA's in America

(2013)

“The only limit to making an impact is your imagination and commitment. This is why I am proud to be a board member of Creative Planning, as they truly dedicate themselves to adding more value.”

-Tony Robbins, Board Member & Chief of Investor Psychology

Legal Disclosure: Tony Robbins is a board member and Chief of Investor Psychology at Creative Planning, Inc., an SEC Registered Investment Advisor (RIA) with wealth managers serving all 50 states. Mr. Robbins receives compensation for serving in this capacity based on increased business derived by Creative Planning from his services. Accordingly, Mr. Robbins has a financial incentive to refer investors to Creative Planning.

#1

Ranking

Independent Financial Advisor For Three Consecutive Years (Barron’s 2013-2015)

$26

Billion

Assets Managed by Creative Planning

50

States

Providing financial peace of mind in all 50 states!

Everyone Deserves the Ultra Wealthy Treatment.

Our holistic family office approach offers a full range of experts from every relevant field. This sets us apart from other independent financial advisors that typically only offer investment advice. Creative Planning gives you multidimensional advice – true comprehensive wealth management that is normally reserved for only the ultra-wealthy.

Below is a handful of important questions that will be answered by our team...

  • Is your account performing as it should?
  • Are you prepared for a coming correction or bear market?
  • Do you know if you are on track for your long term goals?
  • Does your advisor have any conflicts of interest?
  • Do you know how much you are really paying in fees?

Click here to continue and learn more about creative planning