Core Planning fees and pricing
Financial planner in Ofallon, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Core Planning charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“We generally charge a maximum hourly fee of $400 for such stand-alone financial planning and consulting services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Core Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For purposes of calculating account fees in arrears, the period begins on the first day the account is accepted by the money manager selected.”
- “Fees are charged either quarterly in advance or in arrears, depending on the plan.”
- “If the services to be provided start any time other than the first day of a billing cycle, the fee will be prorated based on the number of days remaining in the cycle.”
How Core Planning’s fees compare
- Its hourly rate of $400 is above the Missouri median of $250. 84% of the 88 other Missouri planners that publish an hourly rate charge less.
About Core Planning
“Core Planning, LLC. (“CP” or “Advisor”) is an investment advisor providing fee-only financial planning and wealth management (ongoing financial planning and investment management).”
- Firm size: 65 employees.
- Founded: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 867
- Employees
- 65
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $525,029,564
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154660
- Phone
- (636) 734-7507
Can advise clients in 43 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia, Wyoming
Other planners in Missouri that publish fees
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/yr
- Aquilant AdvisorsSt. Louis$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.