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Creative Planning

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Great benefits and fun events, but pay could improve - Systems Analyst Creative Planning Employee Review

5.0
Apr 20, 2026
Recommend
CEO approval
Business outlook

Pros

Benefits are great! Annual events are always a blast!

Cons

Salary could be better than what it is currently.

Explore other reviews about Creative Planning

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.

4.0
Jun 5, 2026
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.

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