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CORE PLANNING
Legal name: CORE PLANNING, LLC
CRD 154660File 801-131950
APPROVED
Retail clients
Filing as of Sep 15, 2026
Feed vintage Oct 1, 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://corepln.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 32 | 65 | increased by33 |
| Apr 1, 2026 | Clients | 359 | 867 | increased by508 |
| Apr 1, 2026 | AUM | $121,451,500 | $525,029,564 | increased by$403,578,064 |
| Apr 1, 2026 | Accounts | 884 | 1,005 | increased by121 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORE PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORE PLANNING” 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.