CHESTERFIELD, MOCRD 105511Latest ADV November 25, 2025
St. Louis Financial Planners Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chesterfield, MO.
Assets Under Management
$6M
Employees
9
Offices
--
Total Clients
18
Primary office
CHESTERFIELD, MO
16091 SWINGLEY RIDGE RD., SUITE 345, CHESTERFIELD, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6Mas of November 25, 2025
Discretionary100.0%
$6M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6M
Total Accounts35
10Y AUM Change$-9M (-62.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee2:1
10Y Employee Change-2 (-18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.