Creative Planning, LLC

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5454 W 110th St
Leawood, KS 66211
+1 (913) 338-2727
https://creativeplanning.com
Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.

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2.555 reviews
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Bob F.
9/5/2025

This company has done a good job for us over the last 3 years. I've compared our returns with some other firms and we've done very, very well. Very professional and knowledgeable staff, and...

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Obser V.
11/4/2025

Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable, unprepared, comical in his lack of communication, professionalism, service. Completely --...

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John S.
9/20/2025

Creative planning has assigned me a new Case manager. This is welcome. My trust officer has talked to me three times in the last two days and that's refreshing. He seems genuinely interested and...

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Dick O.
5/16/2025

Really "NON_CREATIVE" planning ... a "Cookie-Cutter Portfolio" that came out of a lousy computer program, and NO positive results. I dropped them after about 11 months, and then they had the...

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Shawn C.
4/16/2024

I was a customer of creative planning for about a year. When they solicit you for business they promise and over commit to a lot of things. I found my rep Anpu very difficult to get communication...

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United States›Kansas›Leawood›Creative Planning, LLC

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