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Creative Planning

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Creative Planning Reviews

4.6

96% would recommend to a friend

(205 total reviews)
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Peter Mallouk

99% approve of CEO

99% positive business outlook

Creative Planning has an employee rating of 4.6 out of 5 stars, based on 205 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Creative Planning employee rating is 24% above average for employers within the Finance industry (3.7 stars).

Reviews by job title

205 reviews
5.0
Jun 12, 2026
Recommend
CEO approval
Business outlook

Pros

There is significant client growth, which creates promotion opportunities without someone having to leave, and lack of time tracking allows me to get to know my clients and take the time to answer their questions versus worrying about realization / billing them for it. Seems like high performers are given autonomy in running their book.

Cons

Growth also means lots of changes to processes, which generally improve things, but there have been bumps along the way. Although not a traditional public accounting firm the tax season still has elevated hours (60+) in the spring.

Viewing 1 - 3 of 205 Reviews

Glassdoor has 217 Creative Planning reviews submitted anonymously by Creative Planning employees. Read employee reviews and ratings on Glassdoor to decide if Creative Planning is right for you.