Creative Planning Institutional Advisors offers comprehensive advisory services including retirement plan consulting, retirement plan asset management, pooled employer plan solutions, and wealth management for individuals through sub-advisory agreements. The firm assists plan sponsors with plan setup, conversion, investment option selection and monitoring, fee benchmarking, and operations reviews. For plan participants, the firm provides managed accounts, financial coaching, educational workshops, and rollover solutions. Creative Planning Institutional Advisors acts as a fiduciary under federal retirement plan rules for many of its engagements, helping clients navigate investment strategies, asset allocation, and retirement readiness. The firm emphasizes tailored investment management and works with qualified custodians to execute strategies aligned with client goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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.