Creative Planning: Detailed Company Information & Corporate Profile
Summary
Creative Planning is an independent wealth management firm established in 1983, headquartered in Overland Park, Kansas, part of the Kansas City metropolitan area. With a team of 1,000 to 5,000 professionals and annual revenues between $1 billion and $5 billion, the company delivers financial solutions across the United States.
Its specialties include comprehensive wealth management, financial planning, investment management, estate planning and trusts, strategic tax planning, retirement planning, insurance, risk management, business‑owner services, international and institutional offerings.
Key leadership features a roster of experienced professionals such as Tax Director Amy McCue, Partners Judd Eberhart, Maria Dernis Hare and Sahil Sury, Managing Director Pete Honiotes, Wealth Managers Erick Hoyer and Brendan Wise, and other specialists who drive client outcomes.
| Creative Planning Website | creativeplanning.com |
| Social Links |    |
| Phone Number | 833-416-4702 |
| Industries | |
| Creative Planning Headquarters Address | 5454 W 110th St, Overland Park, Kansas, 66211 US |
| Company Size | 1000-5000 employees |
| Specialities & Services | Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, Institutional |
| SIC Code | 6321, 6199 |
| NAICS Code | 524113 Direct Life Insurance Carriers, 524114 Direct Health and Medical Insurance Carriers, 524130 Reinsurance Carriers, 525190 Other Insurance Funds |
| DMA Code | Kansas City Metropolitan Area |
| Founded | 1983 |
| Estimated Annual Revenue | $1B - 5B |
| Operating Status | Independent Company |
| Updated: | 2026-10-08 |
Creative Planning Org Chart
Chief Executive Officer
C-Level
Chief Marketing Officer
Chief Financial Officer
Chief People Officer
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1997 | Privately Held | 25 - 100 | |
| 2014 | Privately Held | 250 - 500 | |
| 2011 | Privately Held | 100 - 250 | |
| 1997 | Privately Held | 25 - 100 |
Subsidiaries and Affiliated Companies
Estimated Website Traffic
The chart shows a decline in traffic to the creativeplanning.com website. In September, traffic decreased to 125976, compared to 148500 in the previous month. The highest traffic in 2026 was recorded in March, reaching 178758 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Creative Planning's workforce includes employees across a wide range of tenure levels.
2% have been with the company for less than 1 year16% have been with the company for 1 to 2 years9% have been with the company for 3 to 4 years27% have been with the company for 5 to 7 years13% have been with the company for 8 to 10 years33% have been with the company for more than 11 years
Companies Similar to Creative Planning
Creative Planning Corporate Information: FAQ
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