Chip Jurgensen is a CFP-designated registered investment advisor at Creative Planning, based in Overland Park, KS, with 23 years of industry experience. Chip 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
Get directionsHistory
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
Chip is the President of the Brinleys Cove HOA board, and owns a rental home in Brinley Cove. Chip also passed the real estate exam but is not currently working as a real estate agent.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Sbsb Financial Advisors
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
C2 Asset Management, LLC
Rj20, INC.
Rj20, INC.
Rj20, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Asset Management, INC.
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
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.