Quick Asked: Creative Planning Contact Us?
Last update: 28 Mar, 2024 
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Where can i get a free consultation with creative planning? If you’d prefer, the firm also boasts a “Request a Meeting” form on its website that asks for some personal information before it offers you a free consultation. Creative Planning’s main office is in Overland Park, Kansas at 5454 West 110th Street.Who is the owner of creative planning? Peter Mallouk acquired the company in 2004 after working for the firm for five years as an estate planner. Mallouk reestablished Creative Planning as an independent wealth management firm and registered investment advisor (RIA). At the time, the firm managed assets estimated at $34 million.What services does creative planning offer? The fee-based firm's premier services include wealth management, financial planning, estate planning, retirement planning and more. Creative planning has won multiple titles from various financial publications. In 2017, Barron’s named Creative Planning the “No. 1 Independent Wealth Management Firm in America.”Where is creatcreative planning located? Creative Planning’s main office is in Overland Park, Kansas at 5454 West 110th Street. All information is accurate as of the writing of this article. Finding the right financial advisor that fits your needs doesn’t have to be hard. SmartAsset’s free tool matches you with financial advisors in your area in 5 minutes.