St. Louis Financial Planners Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
St. Louis Financial Planners, Inc. provides financial planning and advisory services primarily to individual clients and plan sponsors, covering retirement, tax, estate and college planning, cash‑flow analysis, and risk management including life and disability insurance needs. The firm prepares written plans with implementation recommendations and refers discretionary portfolio management to its affiliated registered adviser, St. Louis Financial Planners Asset Management, LLC.
STLFP’s investment work emphasizes written, step‑by‑step financial plans and ongoing account monitoring, while portfolio strategies rely principally on technical analysis and use individual equities and exchange‑traded funds. Accounts are reviewed at least quarterly or more frequently as market or client circumstances dictate, and discretionary trading authority for managed accounts is exercised through the affiliated asset manager.
Noteworthy features include a formal affiliation and revenue‑and‑expense sharing arrangement with STLFPAM, shared office space and staff allocation between the two entities, and principals who split substantial time between the firms. The brochure also discloses that firm representatives are licensed to sell life insurance and annuities through broker‑dealers and receive commissions for those products, a practice that is uncommon among similar supported firms.
Client services
Expertise
Fee options
Life insurance and annuities sales through Brokerage Unlimited and The Blair Agency with commissions received
Hourly fee of $250.00
Fee-only: Hourly fee of $250.00 for certain services
Main office
16091 Swingley Ridge Rd., Suite 345
Chesterfield MO 63017
Advisors at this office
3
Most active in
Missouri
Also doing business as
St Louis Financial Planners Inc · St. Louis Financial Planners Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Timothy H
CFP®, Series 63, Series 65
Chesterfield, MO
St. Louis Financial Planners Inc.
Timothy Hunt is a Certified Financial Planner® with 37 years of industry experience. He has been with St. Louis Financial Planners, Inc. since 1980 and St. Louis Financial Planners Asset Management since 1996. Outside of his advisory role, he is a part owner of both firms and occasionally notarizes investment-related documents for clients, as well as assists with re-registering investments into living trusts. St. Louis Financial Planners, Inc. provides financial planning and advisory services primarily to individuals and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes written financial plans and ongoing account monitoring, using technical analysis with individual equities and ETFs, and refers portfolio management to its affiliated registered adviser.
Matthew J
CFP®, Series 63, Series 65
Chesterfield, MO
St. Louis Financial Planners Inc.
Matthew Jarrell is a CFP® with 16 years of experience in financial planning and advisory services. He is affiliated with St. Louis Financial Planners Inc. and has worked with the firm and its affiliated asset management company since 2013. Jarrell is also licensed to sell life and long-term care insurance. St. Louis Financial Planners, Inc. offers financial planning and advisory services primarily to individual clients and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes written, step-by-step financial plans and ongoing account monitoring, with portfolio strategies that primarily use technical analysis and individual equities and ETFs.
Casey H
CFP®, Series 66
Chesterfield, MO
St. Louis Financial Planners Inc.
Casey Hunt is a CFP® certificant with 28 years of industry experience, affiliated with St. Louis Financial Planners Inc. He has been with St. Louis Financial Planners Asset Management LLC and St. Louis Financial Planners, Inc. since 1997. Hunt is also a partial owner of both entities and assists clients with registering investments into living trusts prepared by attorneys. St. Louis Financial Planners, Inc. provides financial planning and advisory services to individual clients and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes written financial plans and ongoing account monitoring, with portfolio strategies that primarily use technical analysis, individual equities, and exchange-traded funds.
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