Lei Deng
Core Planning, LLC · Saint Louis, Missouri
Efficient financial plans and investing for busy skilled trades professionals
Lei Deng is a fee-only financial advisor at Core Planning, LLC in Saint Louis, Missouri, who holds the CFP and CFA credentials.
- $525M
- Firm assets managed
- $522,000
- Firm's average account
- 2016
- First securities exam
What Lei focuses on
Who Lei works with
- HENRY (High Earners, Not Rich Yet)
- Early-career professionals
- Multi-generational families
- Founders
- Pre-retirees
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.
Services
- Financial Planning
- Insurance Planning
- Investment Management
- Estate Planning
- Cash Flow Planning
- 401(k) & IRA Management
- Pension Planning
- Insurance/Risk Management
- Asset Allocation
- Debt Management
- Retirement Planning
- Portfolio Rebalancing
- Social Security Planning
- Tax Strategy
- College/Education Planning
How does Lei's firm compare?
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Core Planning, LLC's average account is about $522,000, from its Form ADV (assets managed divided by 1,005 accounts).
Questions about Lei
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $100M - $500M |
| Firm founded | 2022 |
| Firm size | 1 employee |
| Credentials | CFP · CFA |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in MO · CRD 6558754 |
| Exams passed | Series 66 (2016) |
| Firm size | 65 employees |
| Disclosures | None reported |
| Website | corepln.com |
| Profile |
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Other fee-only advisors in Saint Louis
Other advisors in Missouri who focus on family wealth transfer
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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