National Retirement Planning Experts

National Coverage
Local Professionals

CREATIVEONE WEALTH, LLC

6330 Sprint Pkwy
Suite 400
Overland Park, Kansas 66211
Tel: (888) 798-2360

Need a Financial Advisor?
Compare Vetted Advisors

About CREATIVEONE WEALTH, LLC

CREATIVEONE WEALTH, LLC, formally registered with the SEC as CREATIVEONE WEALTH, LLC. The firm was established in 09/25/2015. They have over 109 offices throughout the country.

CREATIVEONE WEALTH, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $2,879,545,390 assets under management, offering retirement planning & investment advisory services to 19806 clients. The firm is staffed with 169 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281213
SEC#801-106677
Assets Managed by Firm$2,879,545,390
No. of Clients19806
No. of Advisors169

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(SUB-ADVISER FEES/SOLICITOR FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total19806$2,879,545,390
Individuals (other than high net worth individuals)12625$1,612,196,086
High net worth individuals944$1,071,794,872
Pension and profit sharing plans87$89,255,765
Charitable organizations14$4,725,841
Corporations or other businesses52$63,622,826

More Retirement Planning firms in Overland Park, Kansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CREATIVE PLANNING
5454 W. 110th Street
Overland Park, KS, 66211
$155,328,127,6252224741165
ONEDIGITAL INVESTMENT ADVISORS
11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$89,148,595,82425199550
MARINER WEALTH ADVISORS
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$65,874,566,2381124651465
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$21,800,698,476177044571
PALMER SQUARE CAPITAL MANAGEMENT LLC
1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$20,767,599,39714848

Explore More Retirement Advisors in Overland Park, Kansas