The Creative Planners Group

What The Creative Planners Group does

The Creative Planners Group, Ltd (CPG) is an independent financial advisory firm founded in 1988 and headquartered in Tarrytown, New York. The firm provides personalized financial planning, tax planning and preparation, insurance brokerage, and wealth management services to individual investors and families, with an emphasis on a multigenerational, holistic planning approach delivered through its proprietary '360 Discovery' engagement process. Service offerings include retirement planning, education funding, estate planning, tax mitigation, and asset protection, supplemented by a broad insurance product shelf (annuities, long-term care, group and individual health, life, and disability income).

Securities and investment advisory services are delivered through the firm's core partnership with LPL Financial, a Registered Investment Adviser and FINRA/SIPC member, which allows CPG to operate as an independent advisor rather than a captive agent. LPL Financial registered representatives associated with CPG are licensed to discuss and transact securities business with residents of 23 U.S. states (AZ, CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, MN, NC, NE, NJ, NY, OH, PA, RI, SC, TX, VA, WI), materially broader than the firm's single physical office.

Revenue is generated through advisory fees on managed assets and commissions on insurance placements, with no public pricing disclosed; clients are onboarded via personalized consultations and online quote request forms. Customer acquisition is driven primarily by content marketing through a Learning Center of calculators, flipbooks, newsletters, videos, a glossary, and a tax library, supplemented by a 'Tell A Friend' referral link. The firm operates without disclosed technology, AI, or proprietary platform assets, and maintains no subsidiaries, no funding history, and no M&A activity.

Name

The Creative Planners Group

Legal name

The Creative Planners Group, Ltd

Website

https://cpgplan.com

Company type

Private

Founded year

1988

Operating status

Operating

Short description

The Creative Planners Group is an independent, LPL Financial-affiliated wealth advisory firm in Tarrytown, NY, providing holistic financial planning, tax, insurance, and multigenerational wealth management services to individual investors and families across 23 U.S. states.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Financial planning services
• Wealth management advisory
• Tax planning preparation
• Retirement planning services
• Insurance advisory

Headquarters

HQ city

Tarrytown

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Securities and advisory services offered through LPL Financial, a Registered Investment Adviser. The firm serves as an independent advisor providing personalized financial planning and investment advisory services to clients.
2. Insurance Product Sales: The firm offers quote request capabilities for various insurance products including annuities, long-term care insurance, group health, individual health, life insurance, and disability income insurance. Revenue is generated through commissions on insurance products sold to clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

The Creative Planners Group is an independent wealth advisory firm that provides holistic, multigenerational personal financial planning services through its "360 Discovery" process, helping clients grow, manage, and protect wealth across retirement, tax, education funding, estate, and legacy goals. The firm also offers tax planning and preparation services and distributes insurance products (annuities, long-term care, group health, life, individual health, and disability income) via quote requests, with securities and investment advisory services executed through its LPL Financial affiliation.

Product overview

The Creative Planners Group (CPG) is an independent financial advisory firm offering a comprehensive suite of financial planning services centered around their '360 Discovery' holistic planning process. The core offering includes financial planning, tax planning & preparation, and a full range of insurance products (annuities, long-term care, health, life, disability). They supplement their advisory services with an extensive educational resource center featuring interactive financial calculators, digital flipbooks, newsletters, a financial glossary, and educational videos covering topics from retirement planning to estate planning and investment basics. Securities and advisory services are provided through LPL Financial, a registered investment adviser and FINRA/SIPC member.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services
• Tax Planning & Preparation
• Investment Advisory Services
• Annuity Products
• Long-Term Care Insurance
• Life Insurance
• Group Health Insurance Group health insurance policies offered via quote request for employers and groups.
• Individual Health Insurance
• Disability Income Insurance
• 401(k) Planning

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationSecurities and Advisory services are offered through LPL Financial, a Registered Investment Adviser and member of FINRA/SIPC. LPL Financial serves as the primary platform for the firm's investment advisory and securities operations, enabling The Creative Planners Group to offer securities products and investment advice as an independent advisor.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Commonwealth Financial Network: Independent broker-dealer / RIA support platform serving independent financial advisors. Highly comparable to CPG in operating model — independent advisors delivering comprehensive financial planning through a third-party BD/RIA infrastructure, similar to CPG's LPL affiliation.
• Cambridge Investment Research: Large independent broker-dealer supporting thousands of independent financial advisors. Directly comparable to CPG as an independent advisory practice leveraging a third-party BD platform for securities, advisory, and insurance distribution.
• Cetera Financial Group: Independent broker-dealer / wealth management platform serving independent RIAs and financial advisors. Comparable in that Cetera-affiliated practices run the same independent-wealth-advisor model CPG runs via LPL.
• Mariner Wealth Advisors: Independent RIA providing comprehensive financial planning, tax, and estate services to individuals and families. Comparable in service mix (planning, tax, multigenerational wealth) and target segment (affluent individuals/families), though at meaningfully larger scale.
• Carson Group: Independent wealth management firm supporting advisors serving individuals and families with financial planning, investment, and insurance services. Direct comparable in offering mix and advisor-support model, though significantly larger and actively acquisitive.
• Edelman Financial Engines: Large independent RIA providing comprehensive financial planning, investment management, and insurance services to individuals. Comparable in holistic planning approach and individual-investor focus, though at materially greater scale.

Broad incumbents

• Fisher Investments: Large independent RIA managing portfolios for individual and institutional investors. Broad incumbent in the independent-RIA category; overlaps with CPG in target market and investment-advice offering, though much larger and more institutionally oriented.
• Ameriprise Financial: Large diversified financial services firm offering brokerage, advisory, insurance, and retirement planning to individuals. Broad incumbent competing for the same individual/family wealth-planning client, though distributed through a much larger captive advisor network.

Peers

• Vanguard Personal Advisor Services:

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Creative Planners Group