What CreativeOne Wealth does

CreativeOne Wealth is a private U.S. wealth management firm headquartered in Overland Park, Kansas, founded in 2015 by Marty Pfannenstiel, who serves as founder and president. The firm specializes in investment management and retirement income planning, serving retirement-focused individuals who seek personalized financial planning to achieve meaningful retirement outcomes. Its stated value proposition centers on a personalized, advisory-led approach to retirement planning and financial security, with no disclosed technology platform, proprietary models, or digital self-service product.

The firm operates with 11-50 employees and has no disclosed revenue, pricing model, customer logos, partnerships, funding rounds, or M&A activity in the available data. The only external validation on record is consecutive-year inclusion on Omaha Magazine's Best Individual Financial Planner list in 2025 and 2026, which signals regional brand credibility in the Omaha market alongside the Overland Park base. There are no disclosed technology partnerships, integrations, or digital product launches, and the core technology stack is explicitly not disclosed. As a result, the business model appears to be a traditional fee-based advisory practice, with revenue mechanics tied to assets under management or planning fees on retirement-focused households rather than software, subscription, or product sales.

Name

CreativeOne Wealth

Website

https://creativeonewealth.com

Company type

Private

Founded year

2015

Headcount range

11–50 employees

Short description

CreativeOne Wealth is a private, Overland Park-based wealth management firm founded in 2015 by Marty Pfannenstiel, specializing in personalized investment management and retirement income planning for retirement-focused individuals.

Ownership category

akta.pro rank

Product category

Wealth Management and Retirement Income Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Wealth management services
• Retirement income planning
• Investment management advisory
• Personalized financial planning
• Retirement advisory services

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Core offering

CreativeOne Wealth is a wealth management firm that provides investment management and retirement income planning services to individuals. The firm focuses on personalized financial planning aimed at helping clients achieve meaningful retirement outcomes. Its offerings are tailored to retirement-focused individuals seeking one-on-one advisory guidance on investing and retirement income strategy.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Ongoing investment management services tailored to individual clients' retirement and wealth-building goals, delivered as part of the firm's personalized wealth management practice.
• Retirement Income Planning Personalized retirement income planning services designed to help individual clients achieve meaningful retirement and long-term financial security through tailored income strategies.
• Personalized Financial Planning One-on-one personalized financial planning engagements for retirement-focused individuals, integrating investment and income considerations to support retirement and financial security outcomes.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Expansion highlights1 record

Direct peers

• Creative Planning: Overland Park, KS-based RIA offering comprehensive wealth and retirement planning to mass-affluent and HNW clients. Closely comparable geography, scale tier, and retirement-planning focus.
• Mariner Wealth Advisors: Kansas City-area wealth management firm providing retirement income planning, investment management, and financial planning. Same regional market and retirement-planning niche.

Broad incumbents

• Edward Jones: Large national retail wealth management franchise with heavy retirement-planning focus across mass-affluent clients. Overlaps directly in target customer and retirement use case, though at vastly larger scale and broader footprint.
• Ameriprise Financial: National diversified financial services firm offering retirement planning, investment advisory, and wealth management through its advisor network. Comparable retirement-planning service model, larger incumbent.
• Raymond James Financial: Large diversified wealth management and investment firm with a strong advisor-channel retirement-planning business. Overlaps in retirement-focused advice to mass-affluent clients.
• Charles Schwab Wealth Advisory: Schwab's retail wealth advisory offering provides retirement income planning and goals-based advice at scale. Competes directly for the same retirement-focused individual segment, with a more digital, lower-fee model.
• Fisher Investments: Large RIA specializing in portfolio management for retail and HNW clients with significant retirement-investor focus. Comparable investment-management and retirement-advisory customer overlap, at much larger scale.

Emerging players

• LPL Financial: Largest independent broker-dealer supporting thousands of independent RIAs and advisors offering retirement and wealth planning. Comparable boutique-advisor business model, though LPL itself is a platform rather than a peer advisor.
• Cetera Financial Group: Independent advisor-focused wealth management platform serving mass-affluent and retirement-planning clients through affiliated advisors. Comparable target customer and retirement-income focus.
• Cambridge Investment Research: Independent broker-dealer supporting independent advisors with retirement and wealth management practices. Comparable boutique-advisor model serving retirement-focused clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 CreativeOne Wealth