The information on this website is general in nature and does not account for any individual's particular situation, goals or financial condition. Creative Planning, Inc. offers its services only in jurisdictions where it is permitted to do so.
Risk and investment losses
All investing involves risk, including the possible loss of principal. Diversification and asset allocation do not guarantee a profit or protect against loss in a declining market.
Past performance is no guarantee of future results.
Client and asset figures
As of 10/5/2026, Creative Planning, Inc. served approximately 560,000 clients and managed or advised on approximately $4.5 billion in client assets.
Tax and legal matters
Creative Planning, Inc. does not provide tax advice or legal counsel. Consult with a qualified tax professional or attorney regarding your specific situation before taking any action.
No client relationship from inquiry
Requesting information about Creative Planning, Inc. and its services does not establish a client relationship and does not obligate either party.
Important Disclosures · Creative Planning, Inc. · 539 11th Avenue South, Naples, FL 34102, United States ·
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