Creative Planning and Referrals

Peter Mallouk is the founder and president of Creative Planning, an independent RIA that oversees nearly 50 billion in assets under management for over 30,000 households. Peter has built his firm to the impressive size that it is within the last 16 years without any mergers, acquisitions or outside capital along the way. Today Peter joins the show to discuss Creative Planning’s growth path and how that has shifted over the years to referrals from existing clients. In this episode we talk in depth about Peter’s thoughts on broader industry trends including why Creative Planning remains committed to the AUM model and not charging separately for planning. You will learn what he plans to do with the outside capital that his firm raised, the firms aggressive growth plan over the next three years and much more.

For show notes and more visit: https://www.kitces.com/166