Creative Planning is an independent wealth management firm and registered investment advisor based in Overland Park, Kansas. The company was founded in 1983 and is majority-owned by Peter Mallouk, who serves as its President and CEO[3]. As of December 31, 2023, Creative Planning and its affiliates manage and advise on more than $300 billion in combined assets, serving clients in all 50 states and abroad[1][5]. ### Key Services and Features: - Comprehensive Financial Advice: Offers customized wealth management plans tailored to individual client needs. - Specialized Services: Includes private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, and tax planning[1][5]. - Employee Structure: Employs over 2,100 people across its affiliates[3]. - Revenue: The company reported an annual revenue of $75 million[1]. ### Recent Developments: - In June 2023, Creative Planning acquired BerganKDV, expanding its capabilities in tax, auditing, and business advisory services[3]. - The firm has also agreed to acquire Goldman Sachs Personal Financial Management, further enhancing its service offerings[3]. ### Leadership: - Peter Mallouk is the President and CEO of Creative Planning, having acquired the firm in 2004 and significantly expanding its assets under management since then[3]. - Jonathan Knapp serves as the Chief Operating Officer (COO) of Creative Planning[1].