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Clinton Heine

Creative Planning Institutional Advisors, LLC
24 Years of Experience
Glenview, IL
View SEC Summary
View SEC Summary

Clinton Heine is a registered investment advisor at Creative Planning Institutional Advisors, LLC, based in Glenview, IL, with 24 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 915 clients with $38B in assets under management.

Creative Planning Institutional Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
915 clients
Average Client Portfolio
$41.0M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2700 Patriot Blvd, Suite 250, Glenview, IL, 60026

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Clinton is an advisory representative for Sageview Advisory Group, a registered investment advisor, focusing on retirement plan consulting, which takes about a quarter of his time. He also works as a financial professional for Sage IRA, a platform for self-directed IRAs, dedicating minimal time to this activity.

Employment History
Current Registrations
Creative Planning Institutional Advisors, LLC
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
January 2009 - December 2025 · 16 yrs 11 mos
Hrh Investment Advisors, LLC
April 2007 - March 2009 · 1 yr 11 mos
Westport Financial Services, L.L.C.Broker
February 2005 - December 2008 · 3 yrs 10 mos
Waterstone Financial Group, INC.Broker
June 2002 - February 2005 · 2 yrs 8 mos
Near North National Financial Services, INC.Broker
October 2001 - January 2002 · 3 mos
State Registrations2 states
ILMA
Advisor

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.

Exams
No exam information available for this advisor.
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