ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

Overview

ST. Louis Financial Planners Asset Management, LLC runs a straightforward, equity- and ETF-centered advisory practice aimed at individual and family clients. The firm manages portfolios on a discretionary basis with a fee model tied to assets under management and emphasizes exchange-traded equities as its primary allocation vehicle. Investment activity shows a bias toward liquid, publicly traded instruments—using ETFs to implement fixed-income exposure and tactical positioning while relying on individual stocks for concentrated equity exposure. Portfolio construction appears geared to taxable retail clients and small businesses, with manager allocations kept simple rather than toward complex or illiquid strategies. The adviser does make use of traditional insurance wrappers and pooled vehicles—annuity products and mutual funds appear in client solutions—suggesting a willingness to combine advisory-managed assets with product-based solutions where appropriate. There is no indication the firm pursues active ESG mandates or multi-state advisory expansion; its practice profile emphasizes serving a regional individual and family client base through portfolio management services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices