CORE PLANNING

RIASEC RegisteredEst. 2025

Total AUM

$525M

Discretionary

$500M

95% of AUM

Avg account

$522K

Accounts

1,005

Employees

65

Advisory reps

62

Firm details

Headquarters: O FALLON, Missouri
CRD number: 154660
Registered since: February 13, 2025
Website: www.corepln.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.31%
Individuals46.69%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Core Planning is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator and serves primarily individual and family clients, charging a mix of percentage-of-AUM fees as well as hourly and fixed fees depending on the engagement. Advisory services emphasize comprehensive financial planning and discretionary portfolio management. Core Planning reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Cash & Cash Equivalents5%

Contacts

3 of 62

IRENE LAM
Investment Advisor RepresentativeCRD 5948863
CHRISTOPHER PETERSON
OwnerCRD 5227687
Drew Feldman
Investment Advisor RepresentativeCRD 8183125

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

O FALLON, MO

SAINT CHARLES

Location

O FALLON, MO

Headquartered in O FALLON, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: SAINT CHARLES
Address: 706 N Main St
Time zone: CT (UTC-6)
Office locations

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