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Acquisition

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Acquisition Details

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Home › Acquisitions › Creative Planning Acquires Burt Wealth Advisors

Creative Planning Acquires Burt Wealth Advisors

Creative Planning acquired Burt Wealth Advisors. View deal terms, timeline, and press on Fsome.

Deal Details

Acquirer: Creative Planning
Acquired Company: Burt Wealth Advisors
Acquisition Type: Acquisition
Announced: December 2, 2025

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