CREATIVE PLANNING LLC
71 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,093+206 YoYRank #23 of mapped providers
Assets under administration$301.3B0.3%Market share · rank #43
Fees received$53MMedian $39,307/planSum across Schedule C direct + indirect
Net wins YoY+206334 won · 128 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CREATIVE PLANNING LLC plan look like?
Service mix · median fees per plan
Count of plans where CREATIVE PLANNING LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan); Other servicesCode 27 | 651 | $40,000 | |
Other investment fees and expenses; Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan)Code 26 | 243 | $16,886 | |
Other fees; Consulting (general)Code 16 | 73 | $45,000 | |
Shareholder servicing fees; Investment managementCode 28 | 44 | $52,294 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 41 | $35,251 | |
Other feesCode 99 | 40 | $26,152 | |
Investment advisory (plan); Contract Administrator; Direct payment from the planCode 13 | 11 | $73,121 | |
Other servicesCode 49 | 8 | $11,627 |
Competitor overlap
Percent of CREATIVE PLANNING LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CREATIVE PLANNING LLC.
| Sponsor | From | Assets |
|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | FINANCIAL ENGINES | $19.0B |
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | EWG ELEVATE INC | $9.9B |
CACI INTERNATIONAL, INC.VA · 541345888-002 | GRANT THORNTON LLP | $3.9B |
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | THE VANGUARD GROUP, INC. | $2.8B |
AMERITEAM SERVICES, LLCTN · 472129748-002 | SUNTRUST BANKS, INC. | $1.8B |
PITNEY BOWES INC.CT · 060495050-006 | T ROWE PRICE RPS INC | $1.7B |
GREENBERG TRAURIG, PAFL · 591270754-004 | CHARLES SCHWAB & CO., INC. | $1.6B |
SOUTHEASTERN FREIGHT LINES, INC.SC · 570301199-002 | T ROWE PRICE RPS INC | $1.2B |
ACE HARDWARE CORPORATIONIL · 360700810-001 | TORCH CREATIVE INC | $1.2B |
LITTLER MENDELSON, P.C.CA · 942602731-003 | LIDO ADVISORS LLC | $1.1B |
Plans lost in 2024
Appeared last year under CREATIVE PLANNING LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | FINANCIAL ENGINES | $5.7B |
V2X, INC.MS · 640941176-001 | CBIZ RETIREMENT PLAN SERVICES | $538M |
SAFRAN USA, INC.TX · 510282961-001 | T ROWE PRICE RPS INC | $538M |
RITE-HITE HOLDING CORPORATIONWI · 391913562-001 | CHARLES SCHWAB & CO., INC. | $423M |
BCD TRAVEL USA LLCGA · 582308827-001 | STRATEGIC ADVISORS, INC. | $409M |
CAPGEMINI AMERICA, INC.IL · 222575929-004 | FORVIS, LLP | $409M |
NATIXIS NORTH AMERICA LLCNY · 272765452-001 | CHARLES SCHWAB & CO., INC. | $389M |
FAMILY HEALTH INTERNATIONALNC · 237413005-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $231M |
GRANDE CHEESE COMPANYWI · 390867071-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $195M |
FAMILY HEALTH INTERNATIONALNC · 237413005-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $183M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $10,222 | 6y | 1 |
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $23,919 | 1y | 1 |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $757,292 | 7y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $379,051 | 2y | 1 |
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $95,532 | 5y | 1 |
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $14,857 | 2y | 1 |
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | $9.9B | 30,066 | $8,293 | 1y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $130,966 | 7y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $133,132 | 7y | 1 |
HDR, INC.NE · 470663756-007 | $7.7B | 16,282 | $88,793 | 4y | 1 |
Flag exposure
82.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (71)
Raw Schedule C names collapsed into CREATIVE PLANNING LLC.
- CREARTIVE PLANNING HOLDCO DBA CR PL
- CREATIVE FINANCIAL GROUP
- CREATIVE FINANCIAL GROUP, LTD
- CREATIVE FINANCIAL SOLUTIONS, INC.
- CREATIVE GROUP
- CREATIVE IMAGING GROUP
- CREATIVE LITHO, INC.
- CREATIVE ONE SECURITIES
- CREATIVE P
- CREATIVE PALNNING
- CREATIVE PLAN DESIGN, LTD
- CREATIVE PLANING HOLDCO, LLC
- CREATIVE PLANNIN
- CREATIVE PLANNING
- CREATIVE PLANNING ASSOCIATES
- CREATIVE PLANNING BENEFITS LLC-000
- CREATIVE PLANNING DEPARTMENT
- CREATIVE PLANNING FINANCIAL SERVICE
- CREATIVE PLANNING HOLD CO INC
- CREATIVE PLANNING HOLD CO LLC
- CREATIVE PLANNING HOLD CO, LLC
- CREATIVE PLANNING HOLD CO. LLC
- CREATIVE PLANNING HOLD CO., LLC
- CREATIVE PLANNING HOLDCO
- CREATIVE PLANNING HOLDCO ,LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CREATIVE PLANNING LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 30 | 2.74% | 7.76% | -5.02 pp |
| Fidelity bond gap | 24 | 2.20% | 26.94% | -24.75 pp |
| Late contributions | 305 | 27.90% | 1.71% | +26.19 pp |
| Failed to provide benefit | 36 | 3.29% | 0.14% | +3.15 pp |
| Corrective distributions | 394 | 36.05% | 1.76% | +34.29 pp |
| Loss discovered | 2 | 0.18% | 0.00% | +0.18 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CREATIVE PLANNING LLC. Compare to the incumbent market share (1.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.6 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).