Committee to Review Creative Planning Fiduciary Services
CaltrustSpecial District · Sacramento, CA- Document date
- Aug 27, 2026
The 30-second brief
CalTRUST's Retirement Committee is scheduled to review Creative Planning's co-fiduciary services. The agenda does not specify a contract amount, term, or approval action.
Creative Planning holds this professional services contract with Caltrust. Its other public contracts on record include work for Town of Wallingford and Florida Citizens Property Insurance Corporation | State of Florida.
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Contract details
- Contract type
- Professional Services
- Document date
- August 27, 2026
- Vendor
- Creative Planning
- Agency
- Caltrust
- Source document
- CalTRUST Agenda Retirement Committee Meeting August 27, 2026 (Agenda)
Creative Planning's other public contracts
More Caltrust contracts
Questions about this contract
Who was awarded the professional services contract by Caltrust?
Creative Planning was awarded this professional services contract by Caltrust, as recorded on August 27, 2026.
What type of contract is this?
This is a Professional Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in CalTRUST Agenda Retirement Committee Meeting August 27, 2026 (Agenda), dated August 27, 2026 from Caltrust. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Creative Planning hold?
Creative Planning may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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What is Caltrust currently buying?
Explore Caltrust's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
