Business Details
44 Years
experience
Trusted Financial Advisers for Comprehensive Wealth Management
Creative Planning was founded in 1982 with a vision to revolutionize wealth management through a client-first approach. Our team of CERTIFIED FINANCIAL PLANNERS, CPAs, attorneys, and investment specialists work collaboratively to address every facet of financial life. We prioritize long-term relationships built on trust, transparency, and a fiduciary duty to act in clients' best interests. With over $370 billion in assets under management, we combine institutional expertise with personalized service for ultra-affluent families, businesses, and expatriates.Our commitment to community impact extends through financial literacy programs and scholarship initiatives. As an independent firm, we maintain no ties to proprietary investment products, ensuring unbiased recommendations. Our integrated approach spans wealth transfer, tax optimization, and values-aligned investing, supported by a culture of continuous professional growth. We serve clients across all 50 states and 90+ countries, adapting to evolving financial landscapes while upholding core principles of integrity and service excellence.
Services
Wealth Management
Investment Management
Tax Planning
Estate Planning
Retirement Planning
Business Advisory
Family Office Services
International Wealth Services
Charitable Planning
Asset Protection
Details
- Year established: 1982
Highlights and features
- We offer fiduciary financial advice with no proprietary products
- Our team includes 525+ CERTIFIED FINANCIAL PLANNERS professionals
- We provide customized solutions for ultra-affluent families and businesses
- We maintain a 40-year track record of client-focused service
- We operate with full transparency and no hidden fees
Services
Wealth Management
Our comprehensive wealth management solutions integrate investment strategy, tax optimization, and estate planning to preserve and grow client assets. We develop customized roadmaps aligned with individual goals and risk tolerance. Our team coordinates with external legal and tax professionals to ensure holistic financial strategies that adapt to changing life circumstances.
Investment Management
We create tailored investment portfolios using a research-driven approach that considers market conditions and client-specific objectives. Our strategies emphasize diversification across asset classes while maintaining flexibility for changing economic environments. We continuously monitor and rebalance portfolios to maintain target allocations and optimize risk-adjusted returns for long-term growth.
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic timing of income and deductions, tax-efficient investment strategies, and entity structuring. We coordinate with certified public accountants to implement solutions that comply with evolving tax regulations while maximizing after-tax returns across generations.
Estate Planning
We develop comprehensive estate plans to facilitate smooth wealth transfer while minimizing tax exposure. Our approach combines legal instruments, trust structures, and gifting strategies tailored to family dynamics and charitable objectives. We regularly review plans to ensure alignment with changing laws and personal circumstances.
Retirement Planning
Our retirement planning services create sustainable income strategies through portfolio construction, Social Security optimization, and withdrawal planning. We stress-test scenarios to ensure financial security through market cycles and longevity risks. The planning process considers healthcare costs, legacy goals, and lifestyle requirements for post-career life.
People
Peter Mallouk
President & CEO
Peter Mallouk leads Creative Planning with over two decades of experience in wealth management. He has grown the firm into a national leader through strategic acquisitions and client-focused innovation. His leadership emphasizes fiduciary responsibility and comprehensive financial solutions.
Questions
What services does Creative Planning offer?
We provide wealth management, investment advisory, tax planning, estate planning, business consulting, and family office services for high-net-worth individuals and organizations.
Are you fiduciaries?
Yes, we operate as registered investment advisors with a legal obligation to act in our clients' best interests at all times.
What is your minimum investment requirement?
We work with households having a minimum of $500,000 in U.S.-based investable assets.
How are your fees structured?
We use a transparent asset-based fee structure aligned with client success, with no hidden charges or product commissions.
Do you serve international clients?
Yes, our international division serves U.S. expatriates and global families in 90+ countries with cross-border financial solutions.
How do you differentiate from other wealth managers?
We combine in-house CPAs, attorneys, and investment specialists under one roof, offering comprehensive solutions without proprietary product limitations.
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