Creative Planning

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Financial advisor in Santa Clara, CA (show on map)

Creative Planning is a wealth management firm serving high-net-worth individuals and families across all 50 states with integrated financial planning, investment management, and estate planning services.

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About

Creative Planning is a wealth management and financial planning firm that serves clients across all 50 states and internationally. The firm specializes in serving ultra-high-net-worth and high-net-worth individuals and families with comprehensive financial solutions.

Services include Family Office services (ultra-affluent wealth management, legacy planning, charitable planning, asset protection, wealth transfer, valuations, outsourced accounting, tax services, family governance), Wealth Management (high-net-worth wealth management, investment management, alternative investments, strategic tax planning, estate planning, retirement planning, insurance and risk management), 401k and Business Services (retirement plan services, institutional investment consulting, mergers and acquisitions, business valuations, business tax, audit and attest, payroll services), and Retirement Plan Services for nonprofit organizations.

Serves clients in all 50 states and internationally

Comprehensive integrated wealth management under one roof

Advisors in major metropolitan areas nationwide

Services

Family Office Services

Comprehensive wealth management for ultra-affluent families including legacy planning, charitable planning, asset protection, wealth transfer, valuations, outsourced accounting, tax services, and family governance.

Ultra-Affluent Wealth Management Legacy Planning Charitable Planning Asset Protection Wealth Transfer Family Governance

Wealth Management

Investment management and financial planning services for high-net-worth individuals including portfolio management, alternative investments, and strategic tax planning.

High-Net-Worth Portfolio Management Alternative Investments Strategic Tax Planning Estate Planning Retirement Planning Insurance & Risk Management

Business Services

Comprehensive business advisory services including mergers and acquisitions consulting, business valuations, tax preparation, audit and attest services, and payroll services.

Mergers & Acquisitions Business Valuations Business Tax Audit & Attest Payroll Services

Retirement Plan Services

Institutional investment consulting and retirement plan services for nonprofit organizations and businesses.

401k Plan Services Institutional Investment Consulting Nonprofit Retirement Plans

Charitable Planning

Tax-efficient charitable giving strategies including donor-advised funds, qualified charitable distributions, private family foundations, and charitable remainder trusts.

Donor-Advised Fund Qualified Charitable Distribution Private Family Foundation Charitable Remainder Trust Bunching Donations

Frequently Asked Questions

What services does Creative Planning offer? +

Creative Planning offers comprehensive wealth management services including Family Office services (ultra-affluent wealth management, legacy planning, charitable planning, asset protection), Wealth Management (investment management, estate planning, retirement planning), Business Services (M&A consulting, business valuations, tax, audit, payroll), and Retirement Plan Services for nonprofit organizations.

What geographic areas does Creative Planning serve? +

Creative Planning serves clients in all 50 states and internationally, with advisors located in major metropolitan areas throughout the United States.

What is a donor-advised fund? +

A donor-advised fund (DAF) is a 501(c)(3) charitable fund that holds irrevocable charitable gifts. You retain control over the timing of distributions and the organizations to which donations are made, allowing you to make a single large contribution of cash, securities or other assets.

What is a qualified charitable distribution? +

Qualified charitable distributions (QCDs) allow individuals age 70 1/2 or older to transfer up to $100,000 annually from their IRA to a qualified charity. QCDs count toward required minimum distributions but are excluded from taxable income.

Does Creative Planning offer business valuation services? +

Yes, Creative Planning offers business valuation services as part of its Business Services, along with mergers and acquisitions consulting, business tax preparation, audit and attest services, and payroll services.

What retirement plan services does Creative Planning offer? +

Creative Planning offers retirement plan services including 401k plan administration, institutional investment consulting for nonprofit organizations, and business retirement plan advisory.

What is charitable planning? +

Charitable planning services help create a structured giving plan that can help offset tax liabilities while aligning with financial goals and philanthropic values. They include selecting the right giving vehicles and coordinating with tax and estate plans.

What is the difference between a donor-advised fund and a private foundation? +

Donor-advised funds may be easier to set up and manage, and they offer tax deductions and flexibility to distributions over time. Private foundations offer more control and visibility, but they are more complex to operate and come with higher costs and more stringent compliance requirements.