Fee-only adviser · Chesterfield, MO
St. Louis Financial Planners Asset Management, LLC
St. Louis Financial Planners Asset Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Chesterfield, Missouri. On its latest Form ADV, filed September 29, 2026, it reports $234M in regulatory assets under management, 446 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 106999 · SEC file 801-112870 |
| Office | 16091 Swingley Ridge RD. Suite 345 Chesterfield, MO 63017 |
| Phone | (636) 532-3900 |
| Website | Not listed |
| Regulatory assets under management | $234M |
| Individual clients | 446 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chesterfield
- Syntegra Private Wealth Group LLC $1.4B
- Acropolis Investment Management $2.6B
- Brand Asset Management Group, Inc. $1.2B
- Hofman Wealth Management $464M
- Conway Financial Group, LLC $178M
- Belmont Private Wealth $192M
See all 10 fee-only advisers in Chesterfield →
Nearby
- Ellisville 2 firms
- Creve Coeur 2 firms
- St. Charles 6 firms
- Manchester 3 firms
- Kirkwood 1 firm
- Ladue 1 firm
- St. Louis 57 firms
- Sunset Hills 1 firm
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