Overview
Assets Under Management: $525 million
Headquarters: OFALLON, MO
High-Net-Worth Clients: 122
Average Client Assets: $2.3 million
Frequently Asked Questions
CORE PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154660), CORE PLANNING is subject to fiduciary duty under federal law.
CORE PLANNING is headquartered in OFALLON, MO.
CORE PLANNING serves 122 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, CORE PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
CORE PLANNING manages $525 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, CORE PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.31%
Average Client Assets: $2.3 million
Total Client Accounts: 1,005
Discretionary Accounts: 674
Non-Discretionary Accounts: 331
Regulatory Filings
CRD Number: 154660
Filing ID: 2098664
Last Filing Date: 2026-04-24 14:55:54