Plancorp, LLC

Plancorp, LLC is a fee-only investment management firm based in St. Louis, Missouri, offering a range of services including asset management, comprehensive financial planning, family office services for ultra-high net worth individuals, retirement plan advisors, and institutional investment services. The firm was established in 1983 as FFG Plancorp, Inc., adopting its current name in 1985. Plancorp is a Delaware limited liability company with 26 direct owners, 23 of whom are employees. The firm is a registered investment adviser with the SEC and is certified by the Centre for Fiduciary Excellence, LLC for meeting fiduciary practices standards. Plancorp's investment philosophy is grounded in Modern Portfolio Theory, focusing on long-term asset allocation strategies tailored to each client's goals and risk tolerance. The firm provides ongoing financial planning and investment advisory services, including portfolio monitoring, rebalancing, performance reports, and client review meetings. Plancorp also offers family office services, retirement plan advisors and consulting services, and exit strategy planning for business owners. Clients have the option to direct brokerage arrangements and are encouraged to compare Plancorp's portfolio reports with custodian account statements. Plancorp does not vote proxies on behalf of clients and does not participate in class actions or legal proceedings on behalf of client accounts. The firm maintains strict privacy policies to protect client information and restricts access to personal data. Clients are informed of any material changes to the firm's privacy policies annually. For any questions regarding privacy policies or other information, clients can contact Plancorp directly.