SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Plancorp, LLC
Saint Louis, MO
CRD 106599
Firm filing updated September 10, 2026 ·
- $10.6BAssets
- 2,383Clients
- 52Advisory staff
- 9,200Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals1,284
- Individuals967
- Pension and profit sharing plans94
- Charities38
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 967 | $339.0 million |
| High net worth individuals | 1,284 | $9.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 94 | $574.3 million |
| Charitable organizations | 38 | $701.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$10.6 billion
- Accounts9,200
- Discretionary$9.3 billion · 7,685 accounts
- Non-discretionary$1.3 billion · 1,515 accounts
People
- Employees112
- Advisory staff52
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1,500
Advisors
35 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106599, SEC file 801-20398.
- Registered with the SEC as an investment advisor (status date on record: January 14, 1984).
Is Plancorp, LLC a fiduciary?
Short answer: Plancorp, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.