St. Louis Financial Planners Asset Management, LLC

St. Louis Financial Planners Asset Management LLC (STLFPAM) is a registered investment adviser established in 1996, offering discretionary advisory services to various clients, including individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm specializes in active management services, providing portfolio management, selection of other advisers, and active management advice in mutual funds and exchange-traded funds (ETFs). Clients have the option to choose from different investment strategies such as Dynamic Asset Allocation, Tactical Rotation, Equity Momentum, and Strategic Asset Allocation models. STLFPAM does not have custody of client funds and utilizes AXOS Advisor Services as the custodian. The firm charges fees based on a tiered schedule ranging from 1.75% to 2.50% of the account balance, payable quarterly. Clients have the right to terminate the agreement at any time without penalty. The firm's investment strategies primarily involve technical analysis and utilize ETFs, individual equities, and no-load index mutual funds. STLFPAM and its employees adhere to a Code of Ethics, emphasizing fiduciary responsibilities, ethical conduct, and client interests. The firm does not charge performance-based fees and does not have any reportable disciplinary events. The brochure also details the firm's investment strategies, risk of loss, fee structure, and other relevant consumer-facing terms.