Core Planning

Core Planning (CRD# 154660) is a financial advisory firm headquartered in St. Louis, MO. They manage $31,013,790 in 331 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
400 Chesterfield Center, Suite 400, St. Louis, MO 63017
https://www.savor.financial/
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $93,697
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, MO, OR, TX

Financial Advisors at Core Planning
Showing 1 - 10 of 13 top financial advisors.
1
Patrick McAndrew, financial advisor La Verne CA
Patrick D. McAndrew
CRD#: 4548393
La Verne, CA

Patrick McAndrew (CRD# 4548393) is an Investment Advisor Representative working at Core Planning in La Verne, CA and has over 21 years of experience in the finance industry.

2
Guy Penn, financial advisor O'Fallon MO
Guy M. Penn
CRD#: 5267938
O'Fallon, MO

Guy Penn (CRD# 5267938) is an Investment Advisor Representative working at Core Planning in O'Fallon, MO and has over 17 years of experience in the finance industry.

3
Jason Fedak, financial advisor St. Louis MO
Jason R. Fedak
CRD#: 7340136
400 Chesterfield Center, Suite 400, St. Louis, MO 63017

Jason Fedak (CRD# 7340136) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has over 3 years of experience in the finance industry.

4
Jacob George, financial advisor St. Louis MO
Jacob M. George
CRD#: 7389817
400 Chesterfield Center, Suite 400, St. Louis, MO 63017

Jacob George (CRD# 7389817) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has over 2 years of experience in the finance industry.

5
Jared Hamann, financial advisor St. Louis MO
Jared N. Hamann
CRD#: 7045802
400 Chesterfield Center, Suite 400, St. Louis, MO 63017

Jared Hamann (CRD# 7045802) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has over 3 years of experience in the finance industry.

6
Jacob Holtgrieve, financial advisor Saint Louis MO
Jacob E. Holtgrieve
CRD#: 7546810
Saint Louis, MO

Jacob Holtgrieve (CRD# 7546810) is an Investment Advisor Representative working at Core Planning in Saint Louis, MO and has 1 year of experience in the finance industry.

7
Danny Howard, financial advisor Waco TX
Danny J. Howard
CRD#: 7859011
Waco, TX

Danny Howard (CRD# 7859011) is an Investment Advisor Representative working at Core Planning in Waco, TX and has over 2 years of experience in the finance industry.

8
Seth Kelly, financial advisor Jefferson City MO
Seth A. Kelly
CRD#: 3277019
Jefferson City, MO

Seth Kelly (CRD# 3277019) is an Investment Advisor Representative working at Core Planning in Jefferson City, MO and has 1 year of experience in the finance industry.

9
Stan Kovarik, financial advisor St. Paul MO
Stan J. Kovarik
CRD#: 7364007
St. Paul, MO

Stan Kovarik (CRD# 7364007) is an Investment Advisor Representative working at Core Planning in St. Paul, MO and has over 2 years of experience in the finance industry.

10
Tanner Millar, financial advisor Salisbury MO
Tanner Millar
CRD#: 7346379
Salisbury, MO

Tanner Millar (CRD# 7346379) is an Investment Advisor Representative working at Core Planning in Salisbury, MO and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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