Creative Planning: Detailed Company Information & Corporate Profile
Summary
Creative Planning is a private company that has been in the industry for 43 years. The company currently specializes in the Financial Services, Management Consulting Services areas. The position of the President & CEO is occupied by Peter Mallouk. Its headquarters is located at Overland Park, Kansas, USA. The number of employees ranges from 500 to 1.0K. The annual revenue of Creative Planning varies between 25M and 100M. To connect with Creative Planning employee register on SignalHire.
| 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 |
| Specialties | 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 |
| DMA Code | Kansas City Metropolitan Area |
| Founded | 1982 |
| Estimated Annual Revenue | $25M - 100M |
| Operating Status | Independent Company |
Creative Planning Org Chart
Chief Executive Officer
C-Level
Chief Marketing Officer
Chief Financial Officer
Chief People Officer
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2014 | Privately Held | 250 - 500 | 122M | $34.4M | |
| 1997 | Privately Held | 25 - 100 | 59.7M | $150K | |
| 2011 | Privately Held | 100 - 250 | 54.7M | $150K | |
| 1997 | Privately Held | 25 - 100 | 23.9M | $0 |
Subsidiaries and Affiliated Companies
Estimated Website Traffic
The chart shows a decline in traffic to the creativeplanning.com website. In April, traffic decreased to 158507, compared to 178758 in the previous month. The highest traffic in 2026 was recorded in March, reaching 178758 visits.
Workforce Turnover
Number of staff members switched
Departmental sample breakdown
Corporate Tenure Analytics
Creative Planning's workforce includes employees across a wide range of tenure levels.
9% have been with the company for less than 1 year19% have been with the company for 1 to 2 years17% have been with the company for 3 to 4 years16% have been with the company for 5 to 7 years14% have been with the company for 8 to 10 years25% have been with the company for more than 11 years
Email (6)
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Companies Similar to Creative Planning
Creative Planning Corporate Information: FAQ
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