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      Creative Planning

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      Creative Planning reviews

      Strong training but increased responsibilities with fast growth - Financial Planner Creative Planning Employee Review

      4.0
      5 June 2026
      Financial planner
      Recommend
      CEO approval
      Business outlook

      Pros

      High emphasis on training and consistency across the entire firm.

      Cons

      The fast growth of the business has led to too much responsibility given to some members of team.

      Explore other reviews about Creative Planning

      5.0
      26 May 2026
      Tax associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Flexible working hours Competitive pay structure

      Cons

      Sometimes work can be repetitive

      5.0
      17 Apr 2026
      Financial planner
      Recommend
      CEO approval
      Business outlook

      Pros

      they really take the time to ensure you are trained and welcomed into the company. Everyone, including myself seem really happy.

      Cons

      Comp is lower than industry standard, but work life balance outweighs this con.

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