Local AI Registry

Financial Planner

Creative Planning

The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.

15303 Ventura Blvd #900
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30/100
Needs attention

Strong is 80 or better. Under 40 is weak. Half of financial planners in the registry score 22–27.

Verified August 4, 2026

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Creative Planning — Sherman Oaks, California
Creative Planning · 15303 Ventura Blvd #900

What AI says about Creative.1

We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.

ChatGPT

Not named

Asked “best financial planner in Sherman Oaks”

ChatGPT answered with other businesses. Creative Planning was not mentioned.

Checked August 4, 2026

Gemini

Not named

Asked “best financial planner in Sherman Oaks”

Gemini answered with other businesses. Creative Planning was not mentioned.

Checked August 4, 2026

Named by 0 of 2 assistants as of August 4, 2026.

Reputation

What they’re known for.2

Drawn from live Google search results — the searches this business surfaces for when people look nearby. What its customers say is a separate read, below.

Creative Planning is best known for its specialized wealth management and financial advisory services tailored for high net worth individuals, ensuring expert guidance in complex financial landscapes.

Wealth Management for High Net Worth Individuals
Financial Advisors for High Net Worth Individuals
High-Net-Worth Financial Advisors

What people keep saying.3

Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.

Not enough substantive reviews yet — the digital story for this business is still being written.

The bottom line: Not enough review detail to summarise confidently.

The score, explained

Why 30.4

Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.

Higher than 82% of financial planners in the registry.

Scanned August 4, 2026

SignalScore /100
Retrieval groundingWhether you appear in the ranked results AI retrieves and cites — AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.
25
Off-property attestationVolume and consistency of what others say about you — YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.
40
AI visibilityWhether ChatGPT, Gemini, Perplexity, and AI Overviews name you — and for the right service.
0
Reviews & responseNot just star average — volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.
29
Backlink & citation authorityDomain authority and editorial quality of the sources that attest to you.
64
Google Business ProfileRequired and recommended fields; update cadence. The listing AI pulls from first.
79
Speed & mobileCore Web Vitals at the 75th percentile, on a real phone.
37
Content freshness & schemaCrawl recency, intent alignment, valid JSON-LD, canonicals.
63

What’s holding this entry back: retrieval grounding and ai visibility — the signals dragging the score below where the rest of the record sits.

Read the full methodology

Standing

Where the entry ranks.

1st

of 4 financial planners in Sherman Oaks, ranked by AI Score.

See the Sherman Oaks leaderboard

The facts

Address15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA
Hours
Today (Tue) · 8:00 AM – 5:00 PM
  • Monday8:00 AM – 5:00 PM
  • Tuesday8:00 AM – 5:00 PM
  • Wednesday8:00 AM – 5:00 PM
  • Thursday8:00 AM – 5:00 PM
  • Friday8:00 AM – 5:00 PM
  • SaturdayClosed
  • SundayClosed
Phone(866) 273-2848
Websitecreativeplanning.com
Map of the area around Creative Planning
Open in Google Maps ↗© Mapbox © OpenStreetMap

Spot something wrong in this entry?

Questions

About Creative Planning.

What are the business hours for Creative Planning?

Creative Planning is open Monday through Friday from 8:00 AM to 5:00 PM, and they are closed on Saturday and Sunday.

Does Creative Planning require reservations?

The business does not require reservations for consultations.

What is Creative Planning known for?

Creative Planning is known for their expertise in estate planning and retirement questions, providing professional support to their clients.

Is there parking available at Creative Planning?

The business offers parking options for clients visiting their office located at 15303 Ventura Blvd #900, Sherman Oaks, CA.

How can I contact Creative Planning?

Customers can contact Creative Planning by phone at (866) 273-2848 or visit their website for more information.

For business owners

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What AI says about you today

The answer ChatGPT and Perplexity give when someone asks for the best in your category and city. Named, or left out.

Your fix list

Every problem we found, one row at a time, each with the written steps to do it yourself and an honest estimate of how long it takes. Tick them off as you go.

Correct the details AI reads

Hours, phone, email, booking link, socials and photos. You change them, they publish to this entry as soon as you save. Name, description, category, website, services and address need a paid plan.

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