← Back to searchVisit website
CORE PLANNING
CORE PLANNING, LLC
CRD 154660 · SEC 801-131950
706 N MAIN ST, OFALLON, MO, 63366, United States
Phone
636-734-7507
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$525.0M
Discretionary AUM
$500.4M
Team
65 total employees; 61 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 745 | $245.1M |
| High net worth individuals | 122 | $279.9M |
States served
AL, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.dawncabernathy.com
- https://www.americanwealthplanner.com
- https://www.flamesfp.com
- https://desertcrestfinancial.com
- http://www.novakfinancialpartners.com
- http://www.pathfinderplanmt.com/
- https://www.petersonwealthadvisory.com
- https://justinpullaro.com
- https://www.savor.financial
- https://corepln.com
- https://www.h3fp.com
- https://www.adastrafp.com
- https://www.pinkthreadfinancial.com
- https://www.corealignfin.com
- https://reninvestmentadviser.com
- https://www.howardlegacywealth.com
- https://www.worthwhileretirement.com
- https://infinityfinancialservice.com
- https://www.sagewealthgroup.com
- https://www.wellfulmoney.com
- https://www.awxfinancial.com
- https://www.ardenfinancialllc.com
- https://nearyfinancial.com
- https://www.cpjfinancial.com
- https://seamfi.com
- https://moneyformakers.com
- https://www.goldrisewealth.com
- https://www.kiteandcompassfp.com
- https://www.uzumellc.com
Official SEC filing: View on IAPD