Nevada · Public trust company
Creative Planning Trust Company, LLC
Services offered
- Corporate / professional trusteeship and trust administration
- Directed trust structures (admin trustee with outside investment advisor)
- Co-trustee alongside family members (as marketed)
- Nevada situs administration (dynasty, DAPT, and related structures as described by the firm)
Who it is for
- Creative Planning clients needing a Nevada corporate trustee
- Families who want to keep an existing investment advisor via directed trusts
- Complex / illiquid trust assets as described by the firm
Sourced facts
- Named on the Nevada Financial Institutions Division Retail Trust Companies list dated 2026-01-26 as CREATIVE PLANNING TRUST COMPANY LLC.
- Firm site describes Creative Planning Trust Company as a Nevada-domiciled trust company providing ongoing trustee services and trust administration.
- Form ADV Part 2A states CPTC is a non-depository retail trust company regulated by the Nevada FID and generally holds assets at third-party custodians with the trust company as trustee.
Notes
Creative Planning Trust Company, LLC is named on the Nevada Financial Institutions Division retail trust company list dated 26 January 2026. Creative Planning’s trustee-services page packages the Nevada charter as an administrative / directed trustee so an outside advisor can keep the portfolio. Form ADV Part 2A discloses CPTC as a Nevada non-depository retail trust company created for Creative Planning clients, and that the affiliation is a conflict of interest.
The directed-trust packaging is clear. The affiliation is the diligence point: ADV says both firms have an economic incentive to refer clients to each other. Write that into the appointment file and confirm whether a non–Creative Planning advisor can sit in the investment seat on equal terms. Street headquarters was not confirmed on the public trustee-services page.
What to verify next
Clear directed-trust packaging and a regulator listing. The affiliation with Creative Planning is the conflict to write into the file — ADV says both firms have an economic incentive to refer clients to each other. Confirm whether CPTC will take third-party (non–Creative Planning) advisor appointments on equal terms, which Nevada entity signs, and which duties stay with the investment adviser vs. the trust company. Ask for a current fee schedule; do not invent fees. Omit AUM.