Core Planning, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 65 employees and 867 individual clients, 122 of them high net worth.
- Its average account is about $522,000 (assets it manages divided by its 1,005 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Saint Louis, Missouri |
|---|---|
| Website | corepln.com |
| Phone | (701) 795-9531 |
Questions about Core Planning, LLC
How is Core Planning, LLC paid?
Core Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Core Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Core Planning, LLC.
What is the average account at Core Planning, LLC?
Core Planning, LLC's average account is about $522,000. That's the assets on its Form ADV divided by its 1,005 accounts.
What does Core Planning, LLC specialize in?
Core Planning, LLC's advisors and website list family wealth transfer, small business owners, retirement planning and pension planning.
Core Planning, LLC fees
Core Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $525 million |
| Individual clients | 745 |
| High-net-worth clients | 122 |
| Accounts managed | 1,005 |
| Employees | 65 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131950) |
| Financial planning | Offered |
| Form ADV filed | October 5, 2026 |
| SEC record | CRD 154660 |