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Creative Planning Offers Equity to Employees

Creative Planning Inc., one of the nation's largest registered investment advisers, has opened up equity in the company to its employees.

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Creative Planning Inc., one of the nation’s largest registered investment advisers, has opened up equity in the company to its employees, offering initial partnerships to 86 people, or roughly 10 percent of its workforce.

Creative Planning, one of a few large RIAs to offer widespread equity to its employees, said that it plans to continue offering equity to eligible employees and as part of future acquisitions.

Last March and April, when the market dropped at the onset of COVID-19, Creative Planning publicly pledged to retain all employees and not make cuts in compensation, regardless of how long the crisis lasted.

Over the past year, the company increased its assets under management from $50 billion to $75 billion.

Creative Planning is an independent wealth management firm that provides a financial planning, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management.

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