Gilbert Considers Creative Planning Investment Agreement
Town of GilbertCity · Gilbert, AZ- Disclosed value
- $34,000 for the first year
- From agenda
- Document date
- May 19, 2026
- Term
- Up to 3 years, with two 1-year renewals
The 30-second brief
The Town of Gilbert is considering a cooperative purchase agreement with Creative Planning for deferred compensation investment management and advisory services. The first-year amount would not exceed $34,000, with two one-year renewal options.
Creative Planning holds this financial services contract with Town of Gilbert. Its other public contracts on record include work for Town of Wallingford and Florida Citizens Property Insurance Corporation | State of Florida.
Term as filed: Up to 3 years, with two 1-year renewals.
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Contract details
- Contract type
- Financial Services
- Amount
- $34,000 for the first year
- Document date
- May 19, 2026
- Term
- Up to 3 years, with two 1-year renewals
- Vendor
- Creative Planning
- Agency
- Town of Gilbert
- Source document
- Town of Gilbert Agenda May 19, 2026 (Agenda)
Creative Planning's other public contracts
More Town of Gilbert contracts
Questions about this contract
Who was awarded the financial services contract by Town of Gilbert?
Creative Planning was awarded this financial services contract by Town of Gilbert, as recorded on May 19, 2026. The contract value is $34,000 for the first year.
How much is the Creative Planning contract with Town of Gilbert worth?
The Creative Planning contract with Town of Gilbert is valued at $34,000 for the first year, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in Town of Gilbert Agenda May 19, 2026 (Agenda), dated May 19, 2026 from Town of Gilbert. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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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 Town of Gilbert currently buying?
Explore Town of Gilbert's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
