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CORE PLANNING
Legal name: CORE PLANNING, LLC
CRD 154660File 801-131950
APPROVED
Retail clients
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$525.0M
Above cohort median (national)
Discretionary AUM
$500.4M
Non-discretionary $24.6M
Clients
867
1,005 accounts
Employees
65
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 13, 2025
- Principal office
- 706 N MAIN ST, OFALLON, MO, 63366
- Phone
- 636-734-7507
- Website
- https://www.flamesfp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $525.0M
- Discretionary AUM
- $500.4M
- Non-discretionary AUM
- $24.6M
- Discretionary accounts
- 674
- Non-discretionary accounts
- 331
- Total accounts
- 1,005
- AUM per client
- $606K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 122 | $279.9M |
| Individuals (other than high net worth individuals) | 745 | $245.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.