Creative Planning

Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $75,589,120,012 in 134,117 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    75,589
    MILLION
  • Total Number of Accounts
    134,117
    ACCOUNTS
  • Average Account Value
    $563,606
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Creative Planning
Showing 11 - 20 of 460 top financial advisors.
11
Jordan B. Arave
CRD#: 5164729
Canton, GA

Jordan Arave (CRD# 5164729) is an Investment Advisor Representative working at Creative Planning in Canton, GA and has over 14 years of experience in the finance industry. Jordan Arave has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Phillip N. Attebery
CRD#: 4247195
5454 W. 110th Street, Overland Park, KS 66211

Phillip Attebery (CRD# 4247195) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry.

13
Derrick S. Avelar
CRD#: 4525281
5454 W. 110th Street, Overland Park, KS 66211

Derrick Avelar (CRD# 4525281) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry. Derrick Avelar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
Sarah M. Ayler
CRD#: 4685959
5454 W. 110th Street, Overland Park, KS 66211

Sarah Ayler (CRD# 4685959) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry. Sarah Ayler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

15
Clayton A. Baker
CRD#: 4845961
Chesterfield, MO

Clayton Baker (CRD# 4845961) is an Investment Advisor Representative working at Creative Planning in Chesterfield, MO and has over 16 years of experience in the finance industry. Clayton Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

16
John L. Baker
CRD#: 5619325
5454 W. 110th Street, Overland Park, KS 66211

John Baker (CRD# 5619325) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry.

17
Ashley R. Barba
CRD#: 6822552
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326

Ashley Barba (CRD# 6822552) is an Investment Advisor Representative working at Creative Planning in Atlanta, GA and has 1 year of experience in the finance industry. Ashley Barba has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

18
Wayne L. Barber
CRD#: 4200910
Mount Dora, FL

Wayne Barber (CRD# 4200910) is an Investment Advisor Representative working at Creative Planning in Mount Dora, FL and has over 16 years of experience in the finance industry.

19
Jeffrey M. Barnthouse
CRD#: 6871132
5454 W. 110th Street, Overland Park, KS 66211

Jeffrey Barnthouse (CRD# 6871132) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Jeffrey Barnthouse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

20
Justin P. Barringer
CRD#: 3237975
Keller, TX

Justin Barringer (CRD# 3237975) is an Investment Advisor Representative working at Creative Planning in Keller, TX and has over 22 years of experience in the finance industry. Justin Barringer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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