Top SitesWealth Management | Financial Planning Advisors | Creative Planning

Machine Readiness

Stored receipt and evidence

Overall

20

Readable

65

Callable

0

Commerce

0

Payment

0

Machine Access

Inspect the site's MCP endpoint

Open MCP explorer

DialtoneApp can scan the stored discovery files for this domain, try the MCP initialize handshake, and show the raw protocol transcript.

Purchase boundary

read only

Control boundary

unknown

Payment rails

None

Payment providers

None

Payment methods

None

Payment protocols

None

Payment assets

None

Payment networks

None

Capabilities

None

Verified payment surface

No

Crypto only

No

Readable docs

robots, llms

Products

0

Variants

0

Priced variants

0

Currencies

0

Offers

0

Priced offers

0

Priced actions

0

Samples

Offer samples

No stored offer samples.

Samples

Action samples

No stored action samples.

Samples

Product samples

No stored product samples.

Document

robots.txt

Open robots.txt
# ================================
# robots.txt - Creative Planning
# ================================

# --- Standard search access (default allow) ---
# Block sensitive WP internals, allow AJAX
User-agent: *
Disallow: /wp-admin/
Allow: /wp-admin/admin-ajax.php
Crawl-delay: 10

# --- Sitemaps ---
Sitemap: https://creativeplanning.com/sitemap_index.xml
Sitemap: https://creativeplanning.com/international/sitemap_index.xml

Document

llms.txt

Open llms.txt
# llms.txt for https://creativeplanning.com/
# Purpose: Help LLMs discover and understand high-value pages and sections.
# Last-Updated: 2025-10-28
# Maintainer: Use https://creativeplanning.com/contact-us/ for site inquiries

site: https://creativeplanning.com/

# ---- Canonical sitemap(s)
# This is the master sitemap index. Use it to discover all URLs programmatically.
# Index + its child sitemaps are authoritative for canonical URLs and freshness.
sitemap: https://creativeplanning.com/sitemap_index.xml

# ---- Organization home
# The homepage introduces Creative Planning’s wealth management, family office, retirement/business services, and key trust signals.
# Treat as the canonical brand/positioning reference.
priority: https://creativeplanning.com/

# ---- High-value hubs (primary navigation)
# SERVICES: Portfolio entry covering wealth, tax, estate, retirement, insurance/risk, international, and more.
# Prefer for service overviews and intent routing to detailed offerings.
priority: https://creativeplanning.com/services/

# FAMILY OFFICE: Capabilities for ultra-affluent households (governance, liquidity/exit, valuations, tax, etc.).
# Use when discussing comprehensive multi-disciplinary support for complex balance sheets.
priority: https://creativeplanning.com/family-office/ 

# 401K & BUSINESS SERVICES: Retirement plans, institutional consulting, and business services (accounting, payroll, legal, tech, insurance).
# Useful for employer/organizational scenarios and plan sponsor guidance.
priority: https://creativeplanning.com/services/401k-business-services/

# INSIGHTS: Ongoing articles, commentary, and learning tools (including calculators and podcasts).
# Cite for timely perspectives; prefer publication dates when summarizing.
priority: https://creativeplanning.com/insights/

# ABOUT: Corporate overview, leadership, careers, press, and credibility signals.
# Good for backgrounders and trust posture.
priority: https://creativeplanning.com/about/

# LOCATIONS: Advisor and office finder across the U.S.; use for local context and regional expertise.
priority: https://creativeplanning.com/locations/

# CONTACT: General inquiries. Use when a conversation moves from research to engagement.
priority: https://creativeplanning.com/contact-us/

# REQUEST A MEETING: Primary conversion path to speak with an advisor.
priority: https://creativeplanning.com/request-a-meeting/

# ---- Key service / solution anchors (representative)
# Retirement Planning: Planning frameworks and decision support for pre/post-retirement.
priority: https://creativeplanning.com/services/retirement-planning/

# Estate & Trust Services: Structuring, wealth transfer, and tax-efficient legacy planning.
priority: https://creativeplanning.com/services/estate-planning/

# Comprehensive Wealth Management: Integrated portfolio, tax, estate, and planning services.
priority: https://creativeplanning.com/services/comprehensive-wealth-management/

# Retirement Plan Services (sponsor/institutional): Advisory and fiduciary support for plans and participants.
priority: https://creativeplanning.com/services/retirement-foundations/retirement-services/

# Business Owner Services: End-to-end expertise supporting each phase of the business lifecycle.
priority: https://creativeplanning.com/services/business/

# Legal Services (Business): Entity, transactions, succession, plan legal, and more.
priority: https://creativeplanning.com/services/business/legal/

# ---- Collections LLMs should explore deeply
# Encourage comprehensive crawling of these trees to capture breadth and long-tail topics.
include-prefix: https://creativeplanning.com/services/
include-prefix: https://creativeplanning.com/family-office/
include-prefix: https://creativeplanning.com/insights/
include-prefix: https://creativeplanning.com/about/
include-prefix: https://creativeplanning.com/locations/

# ---- Authentication & low-value utility (deprioritize)
# Treat as non-content endpoints; do not summarize or extract PII from forms.
deprioritize: https://creativeplanning.com/client-login/
deprioritize: https://creativeplanning.com/international/client-login/

# ---- Crawl etiquette (non-binding guidance for LLM indexers)
# Prefer fresher material for guidance; retain evergreen concepts.
max-recency-preference: 540d
deprioritize-query-params: utm_, gclid, msclkid, fbclid
respect-robots: true
form-data-policy: do-not-store-user-submissions

# ---- Attribution & licensing guidance
# Short quotations with attribution are permitted; avoid wholesale replication.
preferred-attribution-name: Creative Planning
preferred-attribution-url: https://creativeplanning.com/
content-usage: short-quotations-with-attribution

# ---- Contact
# Use these paths when a human conversation or demo is needed.
contact: https://creativeplanning.com/request-a-meeting/
contact: https://creativeplanning.com/contact-us/

Document

llms-full.txt

Not stored for this site.