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PLANCORP, LLC

540 Maryville Centre Drive
Suite 105
Saint Louis, Missouri 63141-5829
Tel: 636-532-7824

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About PLANCORP, LLC

PLANCORP, LLC, formally registered with the SEC as PLANCORP, LLC. The firm was established in 01/14/1984. They have over 5 offices throughout the country.

PLANCORP, LLC is a Saint Louis, Missouri based Financial Planning firm with nearly $6,479,677,393 assets under management, offering retirement planning & investment advisory services to 6627 clients. The firm is staffed with 81 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106599
SEC#801-20398
Assets Managed by Firm$6,479,677,393
No. of Clients6627
No. of Advisors81

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total6627$6,479,677,393
Individuals (other than high net worth individuals)642$256,189,647
High net worth individuals865$5,468,525,831
Pension and profit sharing plans44$259,561,653
Charitable organizations33$495,400,262

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