Plancorp, LLC fees and pricing
Financial planner in Saint Louis, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 13, 2026, Plancorp, LLC charges an annual fee of $12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $12,000/yr
“Clients are generally subject to a minimum annual fee of $12,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Plancorp, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Each client should review the services agreement signed with us for the specific fees that will be charged and how fees will be payable.”
- “Fees are negotiable, but we reserve the right to accept or reject different fees proposed by the client.”
- “Fees charged by Third-Party Advisers are typically charged to or payable directly by the client, and will be separately disclosed in writing. iii. Pension Consulting Services.”
How Plancorp, LLC’s fees compare
- Its annual fee of $12,000 is above the Missouri median of $6,000. 71% of the 45 other Missouri planners that publish an annual fee charge less.
- 3 of the 4 other planners in Saint Louis that publish an annual fee charge less.
About Plancorp, LLC
- Firm size: 112 employees.
- Founded: 1983 (43 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- Minimum
- $12,000 minimum fee (stated in brochure)
- Clients
- 2,251
- Employees
- 112
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $10,634,525,882
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106599
- Phone
- (636) 532-7824
Can advise clients in 34 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New Mexico, Nevada, New York, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Saint Louis that publish fees
- 25 FinancialSaint Louis$2,000-$5,000
- Alpine Private WealthSaint Louis$333, $4,000/yr
- Brady Family Wealth, LLCSaint Louis$10,000/yr
- Cwos for HireSaint Louis$200/hr, $750-$4,500
- Herzog Financial Group, LLCSaint Louis$250/hr
- Legatrust Financial Advisors, Inc.Saint Louis$4,500-$20,000, $4,500/yr
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.