Creative Planning LLC

Creative Planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $40 billion for clients in all 50 states and abroad. Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, unbiased advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client’s wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client’s financial goals, maximizing the family’s enjoyment of their wealth now and in the future.

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3.1

Overall Excellence Rating

Industry

Financial Services

Category

Investment & Asset Management

ESG/Ethical Impact

Creative Planning may have developed a range of investment strategies that incorporate ESG factors into the portfolio construction process. This could involve screening investments based on environmental impact, social responsibility, and governance practices to create portfolios that align with clients’ values and ESG objectives. Creative Planning could have offered specific ESG-focused investment products or funds tailored to clients looking to invest in companies that align with their ESG preferences. The firm may have offered ESG impact reporting to clients, detailing the environmental and social impact of their investment portfolios. This transparency would allow clients to track the progress of their investments in achieving ESG goals.

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Awards Received

2023

Revenues

$360,900,000.00

Website Traffic

Employee Rating

4.4

Customer Rating

3.9

Company Size

1000-5000

ESG Risk Rating

3

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