CREATIVE RETIREMENT PLANNING, INC.

CREATIVE RETIREMENT PLANNING, INC. of SEQUIM, WA is an SEC-registered investment adviser (CRD 138274). Regulatory assets under management: $1.7M.

Registration

• CRD: 138274
• Type: Registered investment adviser
• Location: 334 W WASHINGTON ST, SEQUIM, WA, 98382
• Phone: 360-582-9028
• Latest filing: 2026-03-17
• Regulatory AUM: $1.7M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 138274 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search