Grand Canyon Planning Associates, LLC — SCOTTSDALE, AZ
Marketing BrandGrand Canyon Planning Associates provides comprehensive retirement, tax, and estate planning services to families throughout Arizona. Operating under CREATIVEONE SECURITIES, LLC (CRD #152974).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Grand Canyon Planning Associates, LLC,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is CREATIVEONE SECURITIES, LLC. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
CREATIVEONE SECURITIES, LLC
CRD 152974 · Dual
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Grand Canyon Planning Associates, LLC — it reflects the regulatory profile of CREATIVEONE SECURITIES, LLC.
What This Means
The firm behind this brand has strong transparency practices. Their regulatory filings show comprehensive disclosure across fees, conflicts, and services.
This places them in the 28th percentile of all scored firms.
This firm's regulatory filings show comprehensive disclosure. The full firm profile has the details.
See full score breakdownRegulatory Context
Regulatory oversight is under CREATIVEONE SECURITIES, LLC
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
2 of 180 firm advisors use this brand
CREATIVEONE SECURITIES, LLC has 180 total registered advisors. 2 operate under the Grand Canyon Planning Associates, LLC brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(2)
These advisors use the Grand Canyon Planning Associates, LLC brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.