Core Planning

RIASEC Registered
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
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 provides financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered in 2025 and describes itself as a capital allocator that places client capital with third-party managers when appropriate. Its client work blends percentage-of-AUM billing with hourly and fixed-fee engagements, and the practice is oriented toward individual and family clients rather than institutional or pension consulting. Core Planning does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth