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CFP
AD
CFP

Anthony Dibrino

17 Years of Experience
Overland Park, KS

Anthony Dibrino is a CFP-designated registered investment advisor at Creative Planning, based in Overland Park, KS, with 17 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1101 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B

Fee Structure

Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and how they are charged are negotiable.

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

5454 W. 110th Street, Overland Park, KS, 66211

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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

Anthony owns Slack Tide Real Estate LLC, a rental property business established in 2021. This activity is not investment-related and does not occur during trading or business hours.

Employment History
Current Registrations
Creative Planning
September 2016 - Present · 10 yrs
Previous Registrations
Quasar Distributors, LLCBroker
April 2013 - September 2016 · 3 yrs 5 mos
Northcoast Asset Management LLC
April 2013 - September 2016 · 3 yrs 5 mos
Strategic Advisers, INC.
September 2011 - February 2013 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
April 2011 - February 2013 · 1 yr 10 mos
M Holdings Securities, INC.Broker
December 2008 - February 2011 · 2 yrs 2 mos
State Registrations2 states
FLTX
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.
Anthony Dibrino - Financial Advisor | TrueAdvisor