CORE PLANNING
  • CORE PLANNING
  • CORE
  • ST. LOUIS PRIVATE ADVISORS
  • SAVOR FINANCIAL
  • PENN GUY M. JR
  • G. M. PENN WEALTH MANAGEMENT
  • CORE PLANNING, LLC
  • AD ASTRA
  • PINK THREAD
  • H3FP
  • COREALIGN
  • WORTHWHILE RETIREMENT
  • WELLFUL MONEY
  • UZUME
  • SUMMIT RIDGE WEALTH
  • SEAM FI
  • SAGE WEALTH GROUP
  • REN INVESTMENTS
  • PETERSON WEALTH ADVISORY
  • PATHFINDER PLANNING AND INVESTMENTS
  • NOVAK FINANCIAL PARTNERS
  • NEARY FINANCIAL PLANNING
  • MONEY FOR MAKERS
  • KITE AND COMPASS FINANCIAL
  • INFINITY FINANCIAL SERVICES
  • HOWARD LEGACY WEALTH MANAGEMENT
  • GOLDRISE WEALTH ADVISORS
  • FLAMES FINANCIAL PLANNING
  • FEDAK FINANCIAL PLANNING
  • DESERT CREST FINANCIAL
  • CPJ FINANCIAL
  • AWX FINANCIAL
  • ARDEN FINANCIAL
  • ANCHORLINE FINANCIAL
  • AMERICAN WEALTH PLANNER

Adviser Profile

As of Date 09/15/2026
Registration SEC, Approved, 02/13/2025
Other registrations (12)
Former registrations

CORE PLANNING, LLC

ADV Location OFALLON, MO, United States
Contact Info 636 xxxxxxx
Websites
AUM* 525,029,564 332%
of that, discretionary 500,446,055 410%
Number of Employees 65 103%
of those in investment advisory functions 61 91%
Private Fund GAV* 0
Avg Account Size 522,417 280%
% High Net Worth 14.07% 74%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

500M 429M 357M 286M 214M 143M 71M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees