Request Plan Comparison / New Plan Proposal

Creative Planning Wealth Managers: Please complete this form to receive a proposal and/or plan comparison for your client. This will also feed directly into Salesforce so we can track actively and keep you posted along the way.

Name

This field is for validation purposes and should be left unchanged.

Name(Required)

First Last

Company(Required)

Email(Required)

Phone(Required)

Approximate number of participants(Required)

Please enter a number greater than or equal to 3.

Current plan assets(Required)

Enter numbers only.

Advisor Name(Required)

Advisor Email(Required)

Advisor Phone(Required)

(Optional) Upload your Employer Fee Disclosure form

If this is an existing 401k plan and you have a copy of the 408b2 Employer fee disclosure, or 404a5 Participant fee disclosure from the current provider, you can upload it here. This will help us complete an accurate side by side fee comparison.

Max. file size: 50 MB.