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Last update: 01 May, 2024 156 Views

What is plancorp llc? Plancorp, LLC is a financial advisor firm headquartered in in St. Louis -- but it operates branches across the country in Nashville, San Jose and Sarasota. The firm is on SmartAsset's top financial advisor list for both St. Louis and Missouri.

What is the history of plancorp? Plancorp can trace its history back to 1983 when it was founded under the name FFG Plancorp, Inc. The firm shifted to its current name two years later. Several inpiduals and entities have ownership stakes in Plancorp.

How much does plancorp charge for retirement accounts? The firm also works with pensions and other qualified retirement plans, charitable organizations and businesses. Plancorp doesn’t typically impose a minimum size for new or existing client accounts. However, the firm may charge a minimum annual fee of $5,000 for its advisory services.

What certifications do plancorps advisors have? Certifications earned by advisors at Plancorp's team include certified financial planner (CFP), accredited investment fiduciary (AIF), chartered financial analyst (CFA) and certified public accountant (CPA). More than 90% of Plancorp's client base are inpiduals (both with and without a high net worth).

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Plancorp Better Business Bureau® Profile

Location of This Business 540 Maryville Centre Dr Ste 105, Saint Louis, MO 63141-5829 Email this Business

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