# CORE PLANNING, LLC

CORE PLANNING, LLC of OFALLON, MO is an SEC-registered investment adviser.

## Registration

- CRD: 154660
- Type: SEC-registered investment adviser
- SEC file number: 801-131950
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Guy Michael Penn | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154660/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154660/similar
- Related entities: https://search.stillhousedata.com/firm/154660/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154660

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.