Creative Planning
5454 W 110th St, Overland Park, Kansas, 66211
Creative Planning is a large, well-regarded wealth management firm with a strong reputation for comprehensive services. Many clients praise the firm's proactive communication, knowledgeable advisors, and the convenience of having tax, estate, and investment planning in one place. However, there are notable negative reviews regarding portfolio performance, high fees, and inconsistent customer service. Potential clients should carefully evaluate if the firm's fee structure aligns with their investment goals.
We analyze 69 Google Maps public reviews (Most relevant, Newest, Highest rating, Lowest rating) from every angle to find the real story so you know exactly what to expect. We use Artificial Intelligence to analyze these reviews and filter out spam to highlight only authentic feedback.
The firm offers a wide range of integrated services, so be sure to ask how they can coordinate your tax, estate, and investment needs.
✓ What Works Well
- Comprehensive financial services
- Proactive and knowledgeable advisors
- Convenient integrated planning
✗ Areas to Improve
- High management fees
- Mixed portfolio performance
- Inconsistent customer service
- What are your management fees?
- How do you handle tax planning?
They made retirement planning feel manageable.
I felt like just another account number.
The integrated services are a huge plus.
- Category Financial Services
- City Overland Park
- State Kansas
- Postcode 66211
- Country United States
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