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Creative Planning Madison
Financial advisor · Based in Madison
About
Creative Planning is an independent financial advisory firm with Madison-area offices on the West Beltline Highway and on University Avenue, both open by appointment. Its services include financial planning, investment management, tax, estate and charitable planning, and risk management, along with retirement plan, accounting and payroll services for businesses.
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MadisonWI.com guide
Choosing a financial advisor in Madison
"Financial advisor" isn't a protected title, so ask exactly what credentials someone holds and how they're registered. You can look up advisors and firms on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure site.
Read the rest of the guide
Ask how they're paid: a flat fee, an hourly rate, a percentage of assets, or commissions on products they sell. Then ask whether they act as a fiduciary, legally required to put your interests first, for all of the advice they give you.
A good first meeting is mostly them asking about your goals. Be cautious of anyone who leads with a specific product.