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B & B FINANCIAL PLANNING CO., INC.
CRD 111628
311 E. ELM, O'FALLON, MO, 63366, United States
Phone
636-978-8770
Fax
636-978-8585
Registration
— (—)
Source
State registered
Total AUM
$93.1M
Discretionary AUM
$93.1M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING/SPECIAL PROJECTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $32.1M |
| High net worth individuals | 29 | $61.1M |
Official SEC filing: View on IAPD