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Macord Henri Foran

Investment Adviser Representative at Creative Planning

Boca Raton, FLCRD #7321816Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Macord Henri Foran is an investment adviser representative with Creative Planning in Boca Raton, FL, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 4 firms, including Thurston Springer Advisors and Entrewealth. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.

Office

2255 Glades Rd, Suite 330w
Boca Raton, FL 33431

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/10/2022
Series 7
General Securities Representative Examination
Passed 8/25/2021
SIE
Securities Industry Essentials Examination
Passed 9/9/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Creative PlanningCurrent
5/12/2026 – Boca Raton, FL
Thurston Springer Advisors
4/23/2024 – 3/18/2026Fort Lauderdale, FL
Entrewealth
1/26/2026 – 2/20/2026Fort Lauderdale, FL
Wells Fargo Advisors Financial Network, LLC
1/10/2022 – 1/5/2024Fort Lauderdale, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. The Vanguard Group, Inc.
    Jul 2021 – Oct 2021Scottsdale, AZ
  2. McKenney Aviation
    Mar 2021 – Jul 2021Fort Lauderdale, FL
  3. Unemployed
    Aug 2020 – Mar 2021Pearland, TX
  4. Sam Houston State University
    Aug 2016 – Aug 2020Huntsville, TX
  5. Cetera Investment Services
    Jun 2019 – Aug 2019Houston, TX
  6. Ravens Nest Golf Course
    Dec 2018 – Apr 2019Huntsville, TX
  7. Wells Fargo Advisors Financial Network, LLC
    Oct 2021 – Dec 2023Fort Lauderdale, FL
  8. Thurston Springer Financial
    Dec 2023 – Dec 2025Indianapolis, IN
  9. Entrewealth
    Jan 2026 – Feb 2026Entrewealth, LLC, FL
  10. Creative Planning, LLC
    Apr 2026 – no end date reportedBoca Raton, FL

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Creative Planning

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$200,000 (waivable)
Firm's annual rate schedule by assets
  • First $500,0001.20%
  • $500,001 – $2,000,0001.00%
  • $2,000,001 – $5,000,0000.85%
  • $5,000,001 – $10,000,0000.80%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,153
Offices listed on AdvisorFinder:
72
Main office:
Overland Park, KS
SEC file number:
801-18564

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 10, 2026

View full firm profile

Other advisors at Creative Planning

Showing 12 of 1,153 in the directory

View Creative Planning firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Macord Henri Foran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Macord Henri Foran (Creative Planning) - Fees & Credentials