Creative Planning
How we got $534K
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 30 years (since 1996)
From public records and the company's website, not a statement that it's for sale.
What they do
Creative Planning is a financial advisory and wealth management firm with an Oklahoma City Area office that offers private wealth management and financial planning. It works with households having a minimum of $500,000 in U.S.-based investable assets.
From the company's website. Industry: Engineering & architecture.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- LIFE. CHURCH OPERATIONS, LLC · Edmond, 12 mi · $135.3M
- THE EPISCOPAL DIOCESES OF OKLAHOMA, INC. · Oklahoma City, 5 mi · $72.8M
- CROSSINGS COMMUNITY CHURCH, INC · Oklahoma City, 3 mi · $60.6M
- OKLAHOMA CITY BOATHOUSE FOUNDATION · Oklahoma City, 5 mi · $50.3M
- COMMUNITIES FOUNDATION OF OKLAHOMA · Oklahoma City, 2 mi · $48.7M
- CATALYST DENTAL ALLIES PLLC · Edmond, 13 mi · $42.9M
- POSTIVE IMPACT TEAMS LLC · Oklahoma City, 11 mi · $36.3M
- CUSTOM DENTAL, PC · Edmond, 14 mi · $20.8M
- OCEAN DENTAL PC · Edmond, 11 mi · $19.4M
- DRUMRIGHT DENTAL CENTER PLLC · Drumright, 62 mi · $11.4M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Creative Planning this business | $929K | — |
| Legion Technology Oklahoma City | $929K | 0.0 mi |
| At&t Internet Service Oklahoma City | $929K | 0.2 mi |
| Das Networx Oklahoma City | $929K | 0.2 mi |
| Lifecheck Lab Oklahoma City | $929K | 0.2 mi |
| Geek Squad Oklahoma City | $4.6M | 0.2 mi |
| MLC CAD Systems Oklahoma City | $2.8M | 0.3 mi |
The full calculation
| Estimated value = EBITDA × typical sale multiple | $534K |
| Multiple for this size and industry | 2.9× |
| Value range | $209K – $1.7M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Architectural, Engineering, and Related Services businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (20%). Treat these as a rough guide.
| Revenue range | $454K – $2.5M |
| EBITDA range | $90K – $489K |
| Industry (NAICS) | Architectural, Engineering, and Related Services (5413) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Creative Planning
Creative Planning is an engineering & architecture company in Oklahoma City, Oklahoma, in business since 1996. Its estimated annual revenue is about $929K, with roughly $184K of EBITDA. Its estimated business value is $534K (likely range $209K–$1.7M).
Common questions
- Who owns Creative Planning?
- The owner of Creative Planning isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Creative Planning make?
- SeeBITDA estimates Creative Planning's annual revenue at about $929K (likely between $454K and $2.5M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Creative Planning worth?
- About $534K, roughly 2.9× its estimated EBITDA of $184K, typical for a engineering & architecture company its size. Likely range: $209K–$1.7M.
- When was Creative Planning founded?
- Creative Planning has been in business since 1996.