Creative Planning office in Webster, FL
1 registered advisor
Creative Planning's office in Webster, FL has 1 registered advisor. Creative Planning files 579 offices.
Last updated 2026-10-10 (IAPD feed)
Location
Webster, FL
Advisors at this office (1)
- Lisa Marie Drake · S63, S66
Creative Planning
- Regulatory AUM
- $295,568,603,071
- Registered advisors
- 1,171
- Offices
- 579
- Clients per advisor
- 85.7 (Moderate)
- Average AUM per client
- $2.9M (Low)
- High-net-worth client ratio
- 39.4% (Moderate)
Creative Planning: advisors, services and reported ETF investments
Reported ETF positions
Creative Planning reports 959 ETF positions worth $124.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $18.4B |
| BND — Vanguard Total Bond Market ETF | $9.6B |
| VEA — Vanguard FTSE Developed Markets ETF | $8.3B |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $7.3B |
| SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF | $6.8B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Creative Planning's strongest reported position on each research ranking. Institution-level evidence, not an advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $18.4M | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $18.4M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $67.8M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $29.6M | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Creative Planning on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30