Creative Planning

Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals. The firm provides a wide range of services, including wealth management, investment management, retirement planning, trust and estate planning, taxes, and insurance. Creative Planning's services are delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, estate planning attorneys, insurance specialists, and business consultants, all under one roof. The firm's expertise and in-house capabilities ensure that clients' entire financial picture is working as hard as it can, day in and day out. Creative Planning is also a fiduciary, which means all recommendations are made in the best interests of the clients. According to the reviews, Creative Planning's portfolio management, particularly in terms of investing and goal matching, is excellent, at least in the short term. However, some clients have experienced issues with the firm's account-level management, such as ensuring that liquidity matches planned customer needs. Clients with smaller portfolios (mid-six figures) have reported difficulties in getting the attention and coordination they needed, with the firm sometimes failing to provide requested information or coordinate planned asset sales. On the other hand, clients with larger portfolios (7+ figures) have been more satisfied with the level of attention and service they receive. The firm is praised for its exceptional communication, knowledgeable and dedicated staff, and the range of services available under one roof. Clients have highlighted the expertise and trustworthiness of their advisors, particularly Adam Hoopes, who is described as having exceptional integrity, financial knowledge, personality, and likability. Overall, Creative Planning appears to be a well-organized and capable firm, but may struggle with the level of attention and coordination required for smaller client accounts. Clients with larger portfolios, however, seem to be very satisfied with the firm's services and the expertise of its team.