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      Creative Planning

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      Creative Planning reviews

      Warning! Don't work here! - Insurance Agent Creative Planning Employee Review

      1.0
      Jul 13, 2018
      Insurance agent
      Recommend
      CEO approval
      Business outlook

      Pros

      Worked here for 5yrs before moving on to better things

      Cons

      The owner is really creepy. Horrible atmosphere, very stiff and fake. No personality, except for boring and uptight. I would try and work elsewhere. Seem to hire lots of students, or family friends so you will feel like an outsider. I repeat, the owner is creepy.

      Explore other reviews about Creative Planning

      5.0
      May 26, 2026
      Tax associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Flexible working hours Competitive pay structure

      Cons

      Sometimes work can be repetitive

      4.0
      Jun 5, 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.

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