Creative Planning

Creative Planning operates as a registered investment advisor and fiduciary wealth management firm with approximately $700 billion in combined assets under management or advisement as of December 2025. The firm serves two distinct client tiers: high-net-worth households with up to $10 million in investable assets, and ultra-affluent clients with over $10 million, where a dedicated family office practice applies. This structural split matters to buyers because the family office offering is positioned as a distinct service layer, not simply a scaled-up version of standard wealth management.

For ultra-affluent families and family office clients, the service set covers a wide range of planning disciplines beyond portfolio management:

• Legacy and multigenerational wealth transfer planning
• Family governance structures
• Charitable and social impact planning
• Outsourced accounting and bill pay
• Liquidity and exit planning including business valuations and M&A advisory
• Tax services coordinated with BerganKDV, an independent CPA firm affiliated with the practice

The fiduciary model means Creative Planning acts in the client's interest without the product-distribution conflicts common at wirehouse and bank-affiliated advisors. The firm holds 625 or more CFP professionals and serves clients across all 50 U.S. States, with a presence in most major metropolitan areas and an international wealth division for non-U.S. Clients. Pricing is not publicly disclosed. The firm's minimum is $500,000 in U.S.-based investable assets, though the family office practice is oriented toward clients above $10 million. Buyers evaluating this firm as an outsourced family office partner should note the offering is advisory and planning-led, not a technology platform, and the degree of customization available may vary by asset level and client complexity.

• Fiduciary investment management for ultra-affluent and high-net-worth clients
• Multigenerational estate and legacy planning
• Family governance and wealth transfer structuring
• Tax planning and coordination with CPA services
• Outsourced accounting, bill pay, and family office administration
• Business valuation, M&A advisory, and liquidity planning

• Ultra-affluent wealth management tier for clients above $10 million
• Family governance advisory
• Charitable and social impact planning
• Outsourced accounting and bill pay
• Estate planning and trust services
• Wealth transfer strategies for generational preservation
• Liquidity and exit planning
• Business valuation services
• Insurance and asset protection advisory
• International wealth management division

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated advisor teams assigned by client profile; phone support lines for client services, retirement plan services, and new client inquiries