Core Planning
Assets Under Management
$121.5M
Number of Clients
359
Number of Advisors
49
Average Client AUM
$338K
AUM per Advisor
$2.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Core Planning, LLC is a registered investment advisor offering fee-only financial planning and wealth management services. They provide both discretionary and non-discretionary asset management, along with financial planning and consulting. Services are tailored to each client's needs and goals, documented through various methods.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Core Planning charges a maximum annual asset management fee of 1.10%, negotiable based on factors like the money manager selected and asset value. For example, the effective annual rate for a client with $1,500,000 AUM would be 0.98%. They also offer ongoing financial planning for a fixed fee not to exceed $1,200 per month, and hourly project financial planning at a maximum of $250 per hour, both negotiable based on complexity. There is no stated minimum to open an account, but some third-party money managers may have minimums.
Areas of Practice
Location
706 N Main St, Ofallon, MO, 63366
