Brian Watson
Advisor at Plancorp, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Plancorp, LLC
Location
Saint Louis, MO 63141-5829
Credentials
CFP®, Series 66
Industry experience
3 years
About
Brian Watson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Plancorp, LLC in Saint Louis, MO. He has three years of industry experience, including prior work at Edward Jones. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients, offering fee-only wealth and investment management along with comprehensive financial planning and other advisory services. The firm’s investment process is committee-driven and follows Modern Portfolio Theory, incorporating diversified portfolios and tax-aware strategies.
Client services
Based on Plancorp, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Plancorp, LLC
General retirement planning
Tax-loss harvesting
Business exit / sale strategy
Cash flow / budgeting
Fee options
Financial planning standalone services and business owner succession planning charged as flat/project-based fees; tax services charged as flat fees
Up to 1.00% per year (asset-based fee for Wealth Management Services)
Hourly charges reported in SEC Part 1 but not specifically detailed in brochure
Minimum fee: $12,000 annual minimum fee for Wealth Management Services; $6,000 minimum annual fee for Pension Consulting and Institutional Services; $500 minimum flat fee per tax return Fee-only: Flat fees for standalone financial planning (minimum $12,000), business owner succession planning (up to $40,000), and tax services (minimum $500 per tax return)
Location
540 Maryville Centre Drive, Suite 105
Saint Louis, MO 63141-5829
Most active in
Brian W has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
Plancorp, LLC
2024 - Present (2 years)
Plancorp, LLC
2024 - 2024 (1 year)
Plancorp, LLC
2020 - 2024 (4 years)
Edward Jones
2018 - 2020 (2 years)
Edwardsville YMCA
2017 - 2018 (1 year)
Southern Illinois University Edwardsville
2017 - 2018 (1 year)
Franklin Elevator
2015 - 2016 (1 year)
Southern Illinois University
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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