Average family health insurance premiums in the U.S. have increased 365% since 1999. Peter and Charlie discuss how government reporting compares with how Americans feel about these rising costs.
About us
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will partner with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024.
- Website
- https://creativeplanning.com
External link for Creative Planning
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, Kansas
- Type
- Privately Held
- Specialties
- Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, and Institutional
Locations
Employees at Creative Planning
Updates
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We’re thrilled to announce the acquisition of Marshall Financial Group, an RIA located in Doylestown, Pennsylvania. This acquisition brings 19 experienced employees and more than $900 million in AUM to Creative Planning. Please help us welcome this exceptional team! Read the full story here: https://bit.ly/4oEuLJj
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Last Friday, Peter Mallouk was honored as the 2025 Kansas City Entrepreneur of the Year by UMKC’s Regnier Institute for Entrepreneurship and Innovation. “Each one of tonight’s [six] honorees has demonstrated … perseverance in their own way,” said UMKC Chancellor Mauli Agrawal. “They’ve pushed through uncertainty, navigated challenges and translated ideas into something real and meaningful.” In addition, Peter was inducted into the UMKC Entrepreneur Hall of Fame for his contributions to the economic growth and development of Kansas City. Please help us celebrate Peter’s distinguished and well-earned recognition as a fearless entrepreneur and community leader. https://lnkd.in/gD3n5i_b Photo alt text: Left to right: UMKC Henry W. Bloch School of Management Dean Brian Klaas, Peter Mallouk, University of Missouri-Kansas City Chancellor Mauli Agrawal, J. Craig Venter, Shapree’ Marshall and Father Justin Mathews. Photo credit: Photo by Derrick Benitz, UMKC
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When you're looking at 30+ years of retirement expenses, healthcare costs and market uncertainty, $1 million doesn't feel as secure as it used to. Attend our FREE webinar on Wednesday, December 10 for strategies designed for investors retiring with substantial assets. Register today: https://bit.ly/442UK5F
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Is a 50-year mortgage the solution to the current housing crisis? Peter and Charlie discuss how an extended mortgage would affect homeowners. Subscribe to the Signal or Noise podcast to stay up-to-date with market trends. Perfect for your Monday morning commute. Spotify: https://bit.ly/48FKpht Apple: https://bit.ly/4iDKR4g
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Stocks are at an all-time high, so why is consumer sentiment so low? In this episode of Signal or Noise, Peter and Charlie address political tensions, consumer concerns about rising inflation and unemployment, how economic conditions affect wealthy and working-class Americans differently and whether sentiment truly impacts the markets. 𝐒𝐩𝐨𝐭𝐢𝐟𝐲: https://bit.ly/4pSa39P 𝐀𝐩𝐩𝐥𝐞: https://bit.ly/4pLLWt8
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Having $1 million or more for retirement is a milestone. But managing it effectively requires more than investing fundamentals. Attend our FREE webinar on Wednesday, December 10 to learn how comprehensive planning and coordination can help maximize what you've built. Register now: https://bit.ly/3MBrGw0
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As we head into the holiday season, Charlie Bilello shares 10 things we can be thankful for — from declining jobless claims, more affordable rents and record household net worth to strong market earnings, rising real wages and a historic market comeback.
10 Things to Be Thankful For | The Week in Charts (11/26/25) | Charlie Bilello | Creative Planning
https://www.youtube.com/
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The U.S. payment system is outdated. Is cryptocurrency the path to modernization? Economist Jeremy Siegel explains what’s preventing innovation in this space. Watch the full episode here: https://lnkd.in/gfVdgyWa