Firm
Plancorp, LLC
San Francisco, California
Fee-only
Plancorp, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 112 employees and 2,251 individual clients, 1,284 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 9,200 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| [email protected] | |
| Phone | (314) 392-4627 |
Plancorp, LLC fees
Plancorp, 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 | $10.6 billion |
| Individual clients | 967 |
| High-net-worth clients | 1,284 |
| Accounts managed | 9,200 |
| Employees | 112 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-20398) |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 106599 |