Investment adviser · CRD 154660
CORE PLANNING
Investment adviser filing (IA)
CORE PLANNING, LLC
OFALLON, MO, United States · Form ADV filed Sep 15, 2026
- Regulatory AUM
- $525M Form ADV · Item 5.F
- Client accounts
- 1,005 Accounts, not individual clients
- Employees
- 65 Reported in this filing
- Advisory professionals
- 61 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 122 | $279,906,453 | 53.3% |
| Individuals | 745 | $245,123,111 | 46.7% |
Filing source
Form ADV 2132734 · Sep 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
706 N MAIN STOFALLON, MO, 63366, United States
CRD 154660
Filing source
Form ADV 2132734 · Sep 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.