Alaris

PlanCorp

St. Louis, MO

Website:

https://www.plancorp.com/

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St. Louis, MO

Website:

https://www.plancorp.com/

Leadership Interview

Company Details

Approximate AUM

$10,000,000,000

Fee model

Fee Only Strict

Number of employees

110

Custodians

Fidelity - NFS

Schwab

Description

PlanCorp, LLC was founded in 1983 in St. Louis, Missouri, as one of the nation's first fee-only financial planning firms, establishing an early precedent for transparency and client-first advice. Over its four-decade history, the firm has built a track record of innovation, including pioneering academic factor-based investing in 1994, implementing Monte Carlo simulation in 1999, formalizing a team-based client service model in 2000, and earning Missouri's first Certificate of Fiduciary Excellence in 2007, a distinction it has maintained for nearly two decades. PlanCorp has grown through strategic acquisitions, the launch of InspireHer, and partnerships with Brightplan and TRIA Capital Partners, while successfully transitioning leadership to a second generation and expanding its national presence. Today, PlanCorp serves high net worth individuals and families with complex financial needs, delivering proactive, comprehensive, and integrated advice across financial planning, investment management, tax strategy, and estate planning. Advisors operate as financial life advocates, providing clarity, coordination, and disciplined execution across major financial decisions. The firm is particularly well suited for clients who value long-term thinking, evidence-based investing, and a deeply integrated approach to wealth management.

Locations

1312 W. Herndon Ave Suite 101 Fresno CA 93711

5114 Station Way Sarasota FL 34233

540 Maryville Centre Drive Suite 105 St. Louis MO 6314

Services Offered

Financial Planning

Estate Planning

Portfolio Management

Retirement / Income Planning

Executive Compensation Planning

Family Office Services

Tax Planning

Exit Planning / Investment Banking Services

Tax Preparation

Qualified / Non Qualified Plans

Recent News

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Match confidence

N/a

video Overview

Getting started

00:53

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management