{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/creativeplanning-com","markdownUrl":"https://haycion.com/advisors/creativeplanning-com.md","jsonUrl":"https://haycion.com/advisors/creativeplanning-com.json","name":"Creative Planning","headline":"Wealth management firm helping individuals and families with integrated planning, investment, tax and estate services","firmType":"Advisory firm","website":"https://creativeplanning.com","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T14:51:51.540Z","extractedAt":"2026-09-19T16:31:52.436Z","dateLine":{"kind":"checked","date":"2026-09-19T16:31:52.436Z"},"about":"Known for knitting complex advice into a single, executable plan, the firm is hired to resolve fragmented guidance and align competing priorities across wealth and family objectives. Its approach prioritizes planning-driven recommendations, coordinated advisor management and ongoing stewardship so clients gain a clear, long-term roadmap and practical support to follow it.","intro":"Delivers integrated wealth, tax, estate and investment planning that turns competing priorities into a single, ongoing plan clients can follow.","titlePhrase":"Integrated Wealth Advisory Firm","agentUrl":"https://nowen.ai/agents/creativeplanning-com","contactUrl":"https://haycion.com/advisors/creativeplanning-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/creativeplanning-com","label":"Send Creative Planning a request on Boon","sub":"Boon forwards it to Creative Planning and invites them to reply."},"facts":[{"label":"Engagement models","value":"Retainer, Project"},{"label":"Works in","value":"United States, Global"}],"idealClient":{"stages":[],"sizes":[]},"fit":{"goodFit":["Based anywhere: they work globally"],"engagement":[{"label":"Retainer","definition":"Ongoing work on a recurring basis."},{"label":"Project","definition":"A defined scope with one outcome."}]},"specialisms":[{"slug":"finance-and-fpa","label":"Finance and FP&A","hubUrl":"https://haycion.com/advisors/specialism/finance-and-fpa"},{"slug":"m-and-a-advisory","label":"M&A advisory","hubUrl":"https://haycion.com/advisors/specialism/m-and-a-advisory"},{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"}],"services":[{"name":"Wealth Management Platform","description":"Gives clients a consolidated system to view, monitor and access accounts, holdings and performance reporting."},{"name":"Financial Planning and Estate Planning","description":"Works with clients to develop long-term financial roadmaps and coordinate legacy documents and beneficiary decisions."},{"name":"Investment Management and Financial Solutions","description":"Implements investment strategies and tailored financial solutions aligned with clients' objectives and risk preferences."},{"name":"Tax Planning","description":"Analyzes client tax situations and recommends strategies for managing liabilities, timing and potential savings."},{"name":"Charitable Planning","description":"Helps clients structure philanthropic giving to align with personal values, timing and tax considerations."},{"name":"Liquidity & Exit Planning","description":"Plans for upcoming liquidity events and designs exit strategies that reflect clients' personal timelines and goals."},{"name":"Mergers & Acquisitions and Consulting","description":"Advises on transactional options, conducts due diligence and assesses implications for buyers, sellers and stakeholders."},{"name":"Business Valuations","description":"Produces valuation analyses to support transactions, succession planning and financial reporting needs."}],"proofPoints":[],"industries":[],"notableClients":[],"certifications":[],"faq":[]}