Creative Planning
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
One of America's largest RIAs
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Claim This Profile →About Creative Planning
Creative Planning is one of the largest independent RIAs in the US, providing comprehensive financial planning, investment management, tax, and estate services under one roof to high-net-worth clients nationwide.
Services & Specialties
Services
Financial Advisor Specialties
Frequently Asked Questions
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Clean Record
Screened against SEC, FINRA, and state databases for disciplinary history.
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Pricing
Fee-Only (AUM)
Industries
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