Beth Falkenstein is a registered investment advisor at Creative Planning, based in Overland Park, KS, with 34 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
5454 W. 110th Street, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Beth is a 25% owner and LLC member of B & A Fresh Concepts, LLC, a non-investment related business in Covington, LA. She spends minimal time on this activity.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Park Avenue Securities LLCBroker
Fisher Investments
State Farm Vp Management CORP.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Uvest Investment ServicesBroker
Nylife Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
Hibernia Investment Securities INC.Broker
Hibernia Investment Securities INC.Broker
Marquis Investments, L.L.C.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.