Joseph Cummings
Joseph Cummings is a CFP-designated registered investment advisor at Creative Planning, based in Overland Park, KS, with 21 years of industry experience. Joseph 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 (2)
Customer Dispute
March 2018Criminal
August 2000Other Business Activities
Joseph owns rental properties in Leawood, Kansas, dedicating minimal time to tenant placement and maintenance. He also serves on the Executive Committee of the Children's Mercy Planned Giving Council, spending minimal time connecting donors with the hospital's financial needs.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
J.P. Morgan Institutional Investments
J.P. Morgan Institutional Investments INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
J.P. Morgan Institutional Investments
J.P. Morgan Institutional Investments INC.Broker
American Century Advisory Services, INC.
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.