Creative Planning Business Services Information
Summary
Creative Planning Business Services operates out of Overland Park, Kansas, providing a comprehensive suite of business consultancy services tailored to mid-sized enterprises.
Its core offerings encompass CPA and tax advisory, 401K strategy, life and disability insurance, outsourced accounting, payroll and technology solutions, NetSuite cloud integration, estate planning, fraud & forensic investigations, business valuation, and trusted vendor services.
Led by a seasoned executive team—including CEO Katie Goeman, tax partner Chris Honkomp, and partner Sailu Timbo—the firm staffs over one thousand professionals across audit, accounting, payroll, technology, and business advisory functions within its $1 billion to $5 billion revenue bracket.
| Website | creativeplanning.com |
| Industries | |
| Headquarters Address | 5454 W 110th St, Overland Park, Kansas, 66211 US |
| Company Size | 1000-5000 employees |
| Specialities & Services | CPA Services, 401K Advisory Services, Life & Disability Insurance, Outsourced Technology, Outsourced Accounting, Outsourced Payroll, Estate & Trust, Business Valuation, Fraud & Forensic, NetSuite Cloud Solutions |
| Estimated Annual Revenue | $1B - 5B |
| Updated: | 2026-09-21 |
Estimated Website Traffic
The chart shows a growth in traffic to the creativeplanning.com website. In August, traffic increased to 148500, compared to 145266 in the previous month. The highest traffic in 2026 was recorded in March, reaching 178758 visits.
Workforce Turnover
Number of staff members switched
Departmental Headcount Distribution
Corporate Tenure Analytics
Workforce Experience Insights
2% have been with the company for less than 1 year12% have been with the company for 1 to 2 years18% have been with the company for 3 to 4 years10% have been with the company for 5 to 7 years8% have been with the company for 8 to 10 years50% have been with the company for more than 11 years
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