# Lei Deng

> Lei Deng is a fee-only financial advisor at Core Planning, LLC in Saint Louis, Missouri, who holds the CFP and CFA credentials. Lei charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee and focuses on family wealth transfer, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/lei-deng/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Core Planning, LLC
- **Based in:** Saint Louis, Missouri
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; One-time planning fee
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFP, CFA
- **Specialties:** Family wealth transfer, Small business owners, Retirement planning, Pension planning
- **Works with:** HENRY (High Earners, Not Rich Yet), Early-career professionals, Multi-generational families, Founders, Pre-retirees
- **CRD:** 6558754 (https://adviserinfo.sec.gov/individual/summary/6558754)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 66 (2016)
- **Firm size:** 65 employees
- **Disclosures:** None reported
- **Website:** http://corepln.com

## About

My financial planning clients and I value freedom, experiences, and relationships. Through the Core Planning platform, I provide fee-only financial planning and investment management. My clients are often outdoor enthusiasts, world travelers, and trades professionals in the St. Louis area and nationwide virtually.

## Frequently asked questions

### Is Lei Deng a fee-only financial advisor?

Yes. Lei Deng is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lei's firm.

### How does Lei Deng charge for financial advice?

Lei Deng charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.

### Where is Lei Deng based?

Lei Deng is based in Saint Louis, Missouri.

### What does Lei Deng specialize in?

Lei Deng's specialties include family wealth transfer, small business owners, retirement planning and pension planning. Lei works with HENRY (High Earners, Not Rich Yet), early-career professionals, multi-generational families, founders and pre-retirees.

### What credentials does Lei Deng hold?

Lei Deng holds the CFP and CFA credentials.

### Is Lei Deng registered with the SEC?

Yes. Lei Deng is registered as an investment adviser representative in MO (CRD 6558754), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Core Planning, LLC manage?

Core Planning, LLC reports $100M - $500M in assets under management.

### How do I contact Lei Deng?

Through Lei Deng's website, corepln.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/lei-deng-11516): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.