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Core Planning

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Total assets under management

$121,451,500

Total clients

359

8% high-net worth

Total advisors

32

of 32 employees

Firm size

Multi Team

Average clients per advisor

11

Average account size

$338,305

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed fees for financial planning based on complexity; ongoing financial planning fees up to $1,200 per month, negotiable; fixed fee for ERISA plan services may also apply.

Percentage

$0 - $999,999: 1.10% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.50% $5,000,000+: 0.35%

Commissions

Investment Advisor Representatives may receive external compensation as independent insurance agents for insurance products.

Project-based

Up to $250 per hour for stand-alone financial planning and consulting services, negotiable based on scope.

Other

Fee-only: Fee-only financial planning and wealth management; no commissions received by firm for advisory services.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Core Planning

706 N Main St

Ofallon MO 63366, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 636-734-7507

Advisors at this firm

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Tanner M

Series 65

Leawood, KS

Core Planning
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David K

Series 65

Ann Arbor, MI

Core Planning
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Michelle W

CFP®, Series 66

Ofallon, MO

Core Planning
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Josiah K

Series 65

Minneapolis, MN

Core Planning
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Rebecca L

Series 65

Crozet, VA

Core Planning
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Jason F

Series 65

Ofallon, MO

Core Planning
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Hannah S

CFP®, Series 65, Series 66

Ofallon, MO

Core Planning
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Suzanne H

CFP®, CFA®, Series 65

Ofallon, MO

Core Planning
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Seth K

CFA®

Ofallon, MO

Core Planning
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Frank V

Series 65

Ofallon, MO

Core Planning
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Jill T

CFP®, Series 65

Ofallon, MO

Core Planning
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Andrew S

Series 66

Scarsdale, NY

Core Planning
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Christopher T

Series 66

Ofallon, MO

Core Planning
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Madeline M

CFP®, Series 66

Pittsburgh, PA

Core Planning
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Max N

CFP®, Series 65

Carterville, IL

Core Planning
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