Home
Forms Library
Creative Planning Form ADV Part 2 - Kitcescom

Creative Planning Form ADV Part 2 - Kitcescom 2025

Creative Planning Form ADV Part 2 - Kitcescom Preview on Page 1

Show details

4.5 out of 5

61 votes

The Form ADV Part 2A Disclosure Brochure for Creative Planning, Inc. outlines the firm's qualifications, investment advisory practices, and services offered to clients. It details the types of advisory services provided, including portfolio management, financial planning, and qualified plan consulting. The document also explains the fee structure, client types served, methods of analysis used in investment strategies, and potential risks involved in investing. Additionally, it addresses compliance with regulatory requirements and includes information on related companies and their activities. The brochure emphasizes the firm's commitment to client privacy and ethical standards.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to modify Creative Planning Form ADV Part 2 - Kitcescom in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling paperwork with our extensive and user-friendly PDF editor is simple. Follow the instructions below to fill out Creative Planning Form ADV Part 2 - Kitcescom online quickly and easily:

Log in to your account. Log in with your credentials or create a free account to try the service before choosing the subscription.
Upload a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Creative Planning Form ADV Part 2 - Kitcescom. Effortlessly add and underline text, insert pictures, checkmarks, and symbols, drop new fillable fields, and rearrange or remove pages from your document.
Get the Creative Planning Form ADV Part 2 - Kitcescom accomplished. Download your adjusted document, export it to the cloud, print it from the editor, or share it with other people using a Shareable link or as an email attachment.

Make the most of DocHub, one of the most easy-to-use editors to promptly manage your paperwork online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the difference between a fiduciary and a fee only?

By being a fiduciary they must disclose to you any potential conflict(s) of interest and be transparent about how they are paid. In contrast, fee-only FAs, are paid by only you, the client. A fee-only FA cannot get paid by selling you insurance products or loaded mutual funds. These FAs are true fiduciary advisors.

How much does Creative Planning charge?

Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas.

Is creative planning fee only or fee based?

Make sure the manner of compensation is fully documented in a written client agreement so that theres no confusion. Creative Planning is a fee-based firm, meaning we dont receive commissions for advisory services from third parties.

Is creative planning a fiduciary or advisor?

Creative Planning is a fiduciary. Our employees are fiduciaries.

What is Form ADV Part 2A brochure?

The Brochure shall be the investment advisers primary disclosure document. The ADV Part 2A contains eighteen (18) disclosure items, each to be included in the investment advisers Brochure. Each disclosure item is to receive a narrative, plain English response.

How do I know if my financial planner is a fiduciary?

To determine if a financial advisor is a fiduciary, you can directly ask them and also verify their status by checking their credentials and registration with regulatory bodies like the SEC.

Is Creative Planning a fee-only fiduciary?

We help clients to make work optional. We are are a low-cost, fee-only Advisor. We are a fiduciary for you 100% of the time.

Creative Planning Form ADV Part 2 - Kitcescom 2025

Here's how it works