B & B FINANCIAL PLANNING CO., INC.

B & B FINANCIAL PLANNING CO., INC. of O'FALLON, MO is an SEC-registered investment adviser (CRD 111628). Regulatory assets under management: $93.1M.

Registration

• CRD: 111628
• Type: Registered investment adviser
• Location: 311 E. ELM, O'FALLON, MO, 63366
• Phone: 636-978-8770
• Latest filing: 2026-03-30
• Regulatory AUM: $93.1M
• Discretionary AUM: $93.1M
• Clients: 3
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111628 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search