Core Planning

Registered investment adviser · O'fallon, MO · CRD #154660

Form ADV data as of 2026-09-01

Regulatory assets

$525.0 million

Total accounts

1,005

Employees

Disclosure events

Firm details

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$500.4 million
Non-discretionary regulatory assets under management	$24.6 million
Total regulatory assets under management	$525.0 million
Discretionary accounts	674
Non-discretionary accounts	331
Total accounts	1,005
Regulatory assets under management attributable to non-U.S. persons	$0

Total employees (excluding clerical)	65
Employees performing investment advisory functions (including research)	61
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	61
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	2
Firms or persons who solicit advisory clients on the firm's behalf	0

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Financial planning servicesPortfolio management for individuals and/or small businesses

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	745	$245.1 million
High net worth individuals	122	$279.9 million