Core Planning

RIASEC Registered

Total AUM

$525M

Discretionary

$500M

95% of AUM

Avg account

$522K

Accounts

1,005

Employees

Advisory reps

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 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.