Plancorp, LLC
Responsible wealth management since 1983
Formed in 1983 as one of the first “fee only” financial planning firms in the Midwest, Plancorp remains totally independent and receives no commission income from the sale or recommendation of any financial product or investment.
Registered as an Investment Advisor with the S.E.C., Plancorp is privately held.
- Total of Investable Client Assets (12.31.09): $1,389,300,000
Client relationships number approximately 400, with relationships often consisting of more than one person. In addition, most are both financial planning and investment management relationships.
At a Glance…
Our Other Member Firms...
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Plan B Wealth Management
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Plancorp, LLC
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Petersen Hastings
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Resource Consulting Group
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Savant Capital Management
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The Monitor Group, Inc.
McLean, VA

(612) 281-9185 CST
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