A complete list of active advisors currently associated with Plancorp, LLC

Warmer can help you find a great advisor at Plancorp, LLC or one who fits your needs even better.

Plancorp advises individuals, high-net-worth families, trusts, estates, business owners, charitable organizations, and employer-sponsored retirement plans. The firm provides comprehensive wealth management and financial planning along with ongoing discretionary and non‑discretionary investment management, pension consulting, business owner succession planning, institutional services, and optional tax preparation and cash management solutions. Investment decisions are guided by a risk-based, diversified approach informed by Modern Portfolio Theory and a client-specific Investment Policy Statement; portfolios typically include mutual funds, ETFs, equities, fixed income and other diversified instruments with periodic rebalancing and tax-loss harvesting where appropriate. Plancorp uses an internal Investment Committee, prepares ongoing performance reporting and reviews, and may recommend or retain independent third‑party advisers to manage portions of client assets. At scale — managing roughly $9.9 billion in client assets across multiple advisory teams — the firm combines retail wealth services with institutional and plan-level consulting. Distinctive operational features include a long-running CEFEX certification for fiduciary practices with annual renewals, a minority ownership stake in BrightPlan together with licensing of model portfolios and reciprocal referral/sub‑advisory arrangements, a StoneCastle insured-deposit cash management relationship, and the availability of in‑house tax preparation under separate engagement terms.

To learn more about the advisors currently working at Plancorp, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.