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Creative Planning

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Creative Planning Reviews

4.6

96% would recommend to a friend

(203 total reviews)
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Peter Mallouk

99% approve of CEO

99% positive business outlook

Creative Planning has an employee rating of 4.6 out of 5 stars, based on 203 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Creative Planning employee rating is 24% above average for employers within the Finance industry (3.7 stars).

Reviews by job title

203 reviews
2.0
6 Oct 2015

Great Company, Terrible Departmental Management

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Unlimited vacation for SALARY employees Fun work events

Cons

As a salary employee, you are expected to work 50-60 hours a week. Not much time to use the unlimited vacation. Owner is a nice guy, but has his hands in way too many things and doesn't know his employees. Hires inexperienced people to manage the departments he doesn't understand. It makes for a lot of tension in the office

2.0
3 Jan 2019
Recommend
CEO approval
Business outlook

Pros

Great people in the department

Cons

High expectations and stress with ZERO recognition. Any time you go above and beyond is ignored and any tiny inconvenience or error is magnified to make you feel horrible. Wealth Managers expect you to be their clean up crew and servant, while rarely acknowledging the stress and hard work that goes into the extreme knowledge and detail of our job. Back office is treated as second class, ignorant and ignored by the rest of the company as even existing until they need something done RIGHT NOW or they are looking for someone to blame. If you are not a Sales Person, Creative Planning doesn't really care about you. If you dont plan to become one, there isn't really a career path for you.

1.0
13 Jul 2018

Warning! Don't work here!

Recommend
CEO approval
Business outlook

Pros

Worked here for 5yrs before moving on to better things

Cons

The owner is really creepy. Horrible atmosphere, very stiff and fake. No personality, except for boring and uptight. I would try and work elsewhere. Seem to hire lots of students, or family friends so you will feel like an outsider. I repeat, the owner is creepy.

Viewing 1 - 3 of 203 Reviews

Glassdoor has 215 Creative Planning reviews submitted anonymously by Creative Planning employees. Read employee reviews and ratings on Glassdoor to decide if Creative Planning is right for you.