CORE PLANNING, LLC

CORE PLANNING, LLC of OFALLON, MO is an SEC-registered investment adviser (CRD 154660). Regulatory assets under management: $525.0M.

Registration

• CRD: 154660
• SEC file number: 801-131950
• Type: Registered investment adviser
• Location: 706 N MAIN ST, OFALLON, MO, 63366
• Phone: 636-734-7507
• Latest filing: 2026-07-31
• Regulatory AUM: $525.0M
• Discretionary AUM: $500.4M
• Non-discretionary AUM: $24.6M
• Clients: 65
• Accounts: 1,005

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154660 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search