Privacy Policy

Last updated: February 16, 2026

Creative Planning, LLC and its Affiliates, including Creative Planning Technology (collectively, “Creative Planning,” “we,” “our,” or “us”), are committed to safeguarding the confidential information of our clients and employees. We hold all personal information provided in the strictest confidence and it is our objective to protect the privacy of all individuals. Except as permitted or required by law, we do not share confidential information with nonaffiliated parties.

Information We Collect

To conduct regular business and provide services, Creative Planning Technology collects personal information from various sources, including:

• Information reported on applications, onboarding forms, or other forms you provide to us
• Information about transactions implemented by the firm or others
• Information developed as part of our service delivery, including IT management and support operations
• Contact information, including mobile phone numbers, provided by employees for operational purposes such as on-call scheduling and incident management

How We Use Your Information

To administer, manage, service, and provide related services, it is necessary for us to use personal information within the firm and with nonaffiliated companies with whom we have entered into agreements. Information we may use includes:

• Name, contact information, and address for account and service management
• Mobile phone numbers for operational communications, including SMS-based alerts and notifications
• Information concerning service transactions and operational activities

SMS and Mobile Messaging Privacy

Creative Planning Technology operates an SMS-based on-call alert notification program (“On-Call Alert Notifications”) to coordinate on-call scheduling, escalate critical incidents, and ensure timely response to client issues. The following provisions apply specifically to information collected and used in connection with our SMS messaging programs:

Mobile Data Collection

We collect mobile phone numbers from employees who voluntarily provide them during the onboarding process for the purpose of on-call alert notifications. By providing your mobile number and being added to the on-call roster, you consent to receive operational SMS messages from Creative Planning Technology.

Mobile Data Use

Mobile phone numbers collected for our SMS programs are used solely for sending operational, transactional messages, including:

• On-call scheduling and rotation notifications
• Critical incident and system outage alerts
• Escalation notifications requiring technician acknowledgment
• Shift confirmation and coverage requests

Mobile Data Sharing

We do not sell, rent, loan, trade, lease, or otherwise transfer for profit any phone numbers or personal information collected through our SMS messaging programs to any third party. Mobile opt-in data, phone numbers, and consent records collected through our messaging programs will not be shared with or disclosed to any third parties or affiliates for their own marketing or promotional purposes.

Message Frequency and Costs

Message frequency varies based on on-call schedules and operational incidents. Message and data rates may apply. Consult your wireless carrier for details about your messaging plan.

Opting Out of SMS Messages

You may opt out of receiving SMS messages at any time by replying STOP to any message you receive from us. After opting out, you will receive a confirmation message and will no longer receive SMS alerts from our program. To re-enroll, contact your manager or IT administration to be re-added to the on-call SMS roster.

SMS Help

For assistance with our SMS messaging program, reply HELP to any message, or contact us directly at it.help@creativeplanning.com or 866.400.6426.

Sharing Information with Third Parties

We do not disclose any nonpublic personal information about our clients or employees to anyone, except as permitted by law. We may provide information outside of the firm as required by law, such as to government entities, consumer reporting agencies, or other third parties in response to subpoenas. We do not jointly market with affiliated or nonaffiliated companies.

In the event that we change our privacy policy to allow disclosure of nonpublic information not covered under applicable law, we will provide notice and the opportunity to opt out of such disclosure.

How We Protect Your Information

Creative Planning and its affiliates maintain a comprehensive information security program designed to ensure the security and confidentiality of personal information, protect against threats or hazards to the security of such information, and prevent unauthorized access. This program includes:

• Procedures and specifications for administrative, technical, and physical safeguards
• Security procedures related to the processing, storage, retention, and disposal of confidential information
• Programs to detect, prevent, and respond to attacks, intrusions, or unauthorized access to confidential information
• Restricting access to personal information to employees who need that information to provide products and services

Children’s Privacy

Our services and website are not directed to children under the age of 18 years. We do not knowingly collect or retain personally identifiable information from children under the age of 18. To the extent we have unintentionally collected any such information, you may request removal by contacting cpi@creativeplanning.com.

Changes to This Policy

We may occasionally amend this Privacy Policy. If we make material changes to how we use personal information, we will notify you by posting a revised Privacy Policy with a new “Last Updated” date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or our data practices, you may contact us at:

• Email: it.help@creativeplanning.com
• Phone: 866.400.6426

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