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ST. LOUIS FINANCIAL PLANNERS INC.
CRD 105511File 801-113524
APPROVED
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
9
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 5, 2018
- Principal office
- 16091 SWINGLEY RIDGE RD., SUITE 345, CHESTERFIELD, MO, 63017
- Phone
- 636-532-3900
- Website
- https://www.STLFP.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $0
- Discretionary AUM
- $0
- Non-discretionary AUM
- $0
- Discretionary accounts
- 0
- Non-discretionary accounts
- 0
- Total accounts
- 0
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — AGREEMENT WITH ASSET MGMT LLC
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Clients | 18 | 0 | decreased by18 |
| Aug 23, 2026 | AUM | $5,689,546 | $0 | decreased by$5,689,546 |
| Aug 23, 2026 | Accounts | 35 | 0 | decreased by35 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 22 | 18 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $5,585,951 | $5,689,546 | increased by$103,595 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 36 | 35 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 22 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,247,219 | $5,585,951 | decreased by$3,661,268 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 79 | 36 | decreased by43 |
| Dec 1, 2021 | Clients | 32 | 29 | decreased by3 |
| Dec 1, 2021 | AUM | $7,563,695 | $9,247,219 | increased by$1,683,524 |
| Dec 1, 2021 | Accounts | 63 | 79 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ST LOUIS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ST LOUIS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.