Creative Planning Institutional Advisors, LLC's Form ADV discloses 0.55% to 1.50% on all assets. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #126777), Creative Planning Institutional Advisors, LLC is subject to fiduciary duty under federal law.
Creative Planning Institutional Advisors, LLC is headquartered in NEWPORT BEACH, CA.
Creative Planning Institutional Advisors, LLC serves 95 high-net-worth clients according to their SEC filing dated August 25, 2026. View client details ↓
According to their SEC Form ADV, Creative Planning Institutional Advisors, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Creative Planning Institutional Advisors, LLC manages $37.5 billion in client assets according to their SEC filing dated August 25, 2026.
According to their SEC Form ADV, Creative Planning Institutional Advisors, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓