Board Discusses Creative Planning Deferred Compensation Services
Gilbert - Clerk's OfficeCity Department · Gilbert, AZ- Disclosed value
- Fees estimated at an average of 19 basis points, with approximately $64,000 in projected savings
- From minutes
- Document date
- Aug 18, 2026
The 30-second brief
The Deferred Compensation Board discussed Creative Planning’s new work with the Town of Gilbert’s deferred compensation plans. Creative Planning presented preferred pricing that could reduce average fees to 19 basis points and produce approximately $64,000 in savings, while proposing further investment and recordkeeping reviews.
Creative Planning holds this financial services contract with Gilbert - Clerk's Office. Its other public contracts on record include work for Town of Wallingford and Florida Citizens Property Insurance Corporation | State of Florida.
See who decides the next one before it's bid.
Get pre-RFPs freeFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Amount
- Fees estimated at an average of 19 basis points, with approximately $64,000 in projected savings
- Document date
- August 18, 2026
- Vendor
- Creative Planning
- Agency
- Gilbert - Clerk's Office
- Source document
- Town of Gilbert Minutes Deferred Compensation Board of Trustees Meeting 2026-08-18 (Minutes)
Creative Planning's other public contracts
More Gilbert - Clerk's Office contracts
Questions about this contract
Who was awarded the financial services contract by Gilbert - Clerk's Office?
Creative Planning was awarded this financial services contract by Gilbert - Clerk's Office, as recorded on August 18, 2026. The contract value is Fees estimated at an average of 19 basis points, with approximately $64,000 in projected savings.
How much is the Creative Planning contract with Gilbert - Clerk's Office worth?
The Creative Planning contract with Gilbert - Clerk's Office is valued at Fees estimated at an average of 19 basis points, with approximately $64,000 in projected savings, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Town of Gilbert Minutes Deferred Compensation Board of Trustees Meeting 2026-08-18 (Minutes), dated August 18, 2026 from Gilbert - Clerk's Office. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
Show 2 more questions
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.
What is Gilbert - Clerk's Office currently buying?
Explore Gilbert - Clerk's Office's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
