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 serves individuals (including high-net-worth clients), trustees, business owners, charitable organizations, and retirement plans with a mix of wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm provides ongoing portfolio management, periodic rebalancing and reporting, and offers cash management options through a relationship with StoneCastle’s insured deposit platform. The firm’s investment process is grounded in Modern Portfolio Theory and documented Investment Policy Statements that guide asset allocation across mutual funds, ETFs, equities, fixed income and other vehicles, with discretionary and non-discretionary management available. Plancorp also recommends or retains independent third‑party advisers when appropriate, conducts due diligence on those managers, and incorporates tax-aware actions such as tax‑loss harvesting into ongoing reviews. Noteworthy differences from many peers include an ongoing CEFEX certification for fiduciary practices (initially completed in 2007 and renewed annually), an ownership stake in and commercial relationships with BrightPlan—under which Plancorp licenses model portfolios, participates in referral and concierge arrangements, and receives/pay fees for referrals and sub‑advisory services—and the provision of in‑house tax preparation as a value‑added service; these affiliations and services are disclosed along with the related potential conflicts of interest.

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.

You can also browse Plancorp, LLC's office locations.