Creative Planning continues to gobble up pieces of the wealth management landscape with the addition of Keystone Wealth Partners, a $644 million registered investment adviser based in Chandler, Arizona.
Keystone is described as an advisory firm employing a team-based approach that includes client access to accountants, attorneys, and financial planners “in a holistic way.”
Keystone Wealth has financial advisers, attorneys and CPAs among its 29 employees, according to founder and managing director John Hagensen.
“I have admired Creative Planning since my early days as a financial adviser,” Hagensen said in a statement.
He added that his team is in “perfect alignment” with Creative Planning’s “vision to provide holistic advice that spans far beyond investments.”
Overland Park, Kansas-based Creative Planning has more than $225 billion under management, with clients in 50 states and 65 countries, according to the announcement.
Creative Planning Chief Executive Peter Mallouk said the Keystone Wealthteam will be “such a phenomenal addition to the Creative Planning family.”
“The team-based approach that Keystone has implemented is the exact type of fit we look for in potential additions like these,” Mallouk added. “Their organic growth since inception speaks volumes.”
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
