Creative Planning Acquires Hatton Consulting

Creative Planning Acquires Keystone Wealth Partners

April 12, 2022

Financial Services

Creative Planning LLC, a large independent wealth management firm based in Overland Park, Kansas, has acquired Keystone Wealth Partners, an Arizona- and North Dakota-based wealth management firm managing over $644 million in AUM. The deal adds Keystone's 29 employees and 13 advisors to Creative Planning's platform and expands Creative Planning's advisory footprint and capabilities in tax, estate and holistic financial planning.

Creative Planning Acquires Castle Wealth Advisors

April 27, 2021

Wealth Management

Creative Planning LLC acquired Indianapolis-based Castle Wealth Advisors, bringing approximately $320 million in assets under management and adding Castle’s business valuation capabilities to Creative Planning’s wealth management platform. Castle, founded in 1973 by Gary Pittsford, has offices in Indianapolis and Naperville, Illinois; the deal expands Creative Planning’s client base and service offering.

Creative Planning Acquires Heritage Way Advisors

April 8, 2022

Wealth Management

Creative Planning LLC, a large independent RIA, has acquired Illinois-based Heritage Way Advisors, a boutique wealth management firm with $450 million in AUM. The deal brings the Heritage Way team and clients into Creative Planning’s platform to support succession planning and expand client services and capabilities.

Creative Planning Acquires Thun Financial Advisors

July 14, 2020

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Thun Financial Advisors, a Registered Investment Adviser that manages about $600 million in client assets. The deal strengthens Creative Planning’s ability to serve U.S. citizens living and working overseas by adding Thun’s cross-border advisory expertise to its offering.

Creative Planning Acquires Burt Wealth Advisors

December 4, 2025

Wealth Management

Creative Planning has acquired North Bethesda–based Burt Wealth Advisors, adding approximately $1 billion in assets under management to its platform. The acquisition expands Creative Planning's footprint in the Washington, D.C. area and gives Burt Wealth clients access to Creative Planning's broader wealth, tax, trust, and family office services.

Perigon Wealth Management Acquires Creative Financial Planning Inc.

June 27, 2024

Wealth Management

Perigon Wealth Management LLC, an independent RIA with approximately $7.75 billion in client assets, has acquired Creative Financial Planning Inc., a New York-based wealth management firm with roughly $150 million in AUM. Creative Financial Planning's founder Lisa Hayes and COO Daniel Gwizdak will join Perigon as wealth managers and partners; terms were not disclosed.