Peter Mallouk is a registered investment advisor at Creative Planning, based in Overland Park, KS, with 23 years of industry experience. Peter 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 (1)
Regulatory
September 2018Other Business Activities
Peter is an attorney and majority owner of Creative Planning Legal, P.A., a law firm providing estate and other legal services. He also has ownership interests in V Aviation, Good Life Ventures LLC, Overland One LLC, Royal Blue LLC, and Sporting KC LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Creative Planning Advisor Services, LLC
Wealth Management Consultants, LLC
Purshe Kaplan Sterling InvestmentsBroker
New England SecuritiesBroker
State Registrations2 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.