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James Andrew Dewitt

CREATIVE PLANNING, INC.·LEAWOOD, Kansas
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3400 COLLEGE BLVD, LEAWOOD, KS 66211CRD# 5382487Firm CRD# 105348
01

About

James Andrew Dewitt is a registered financial advisor based in LEAWOOD, Kansas, affiliated with CREATIVE PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CREATIVE PLANNING, LLC
CREATIVE PLANNING
AUM
$175.3B
Regulatory assets under management
Employees
1319
Total firm employees
View all advisors at CREATIVE PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5382487
Firm CRD# 105348
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Andrew Dewitt offer?
James Andrew Dewitt specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are James Andrew Dewitt's credentials?
James Andrew Dewitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Dewitt located?
James Andrew Dewitt is based in LEAWOOD, Kansas, working with CREATIVE PLANNING, INC.. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does James Andrew Dewitt charge for services?
James Andrew Dewitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREATIVE PLANNING, INC.?
CREATIVE PLANNING, INC. has approximately 1319 employees and manages $175.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CREATIVE PLANNING, INC.

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Charles Christopher Cox
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Chatten Walker Scruggs
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