Creative Planning is a wealth manager based in Overland Park, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
An independent wealth advisory firm with more than $300 billion in combined assets under management and advisement by Creative Planning and its affiliates with clients in all 50 states and abroad. At Creative Planning, were structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan thats optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more.
Investment types: Buyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Capital Markets, Corporate Finance Consulting, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Financial Services, Finance, Traditional Investments (Liquid Assets)
Preferred geographies: Global, United States
Location: 5454 West 110th Street\nOverland Park\nKansas\n66211\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.