Plancorp is proud to announce that we’ve earned a place on Financial Planning’s annual Top 150 Fee-Only RIAs (Registered Investment Advisor) List for 2025, ranking at #45.
This recognition underscores our continued commitment to delivering exceptional, client-first financial planning and wealth management services.
The rankings, compiled by Financial Planning in partnership with COMPLY, are based on SEC filings and reflect firms’ client accounts and total assets under management. Inclusion on this list requires meeting strict criteria that reinforce independence and transparency:
- No registered representatives of a broker-dealer
- At least 50% of clients are individuals or high-net-worth individuals
- No commissions listed as a compensation arrangement
- More than zero financial planning clients
- No commission-taking businesses in “other business activities”
- No affiliation under common ownership with commission-taking businesses
What Does Fee-Only Mean for Our Clients?
As a fee-only RIA, Plancorp operates on a compensation model that aligns directly with our clients’ success. We do not accept commissions, referral fees, or any hidden forms of compensation. This ensures that every recommendation we make is objective and in your best interest.
Clients typically pay a transparent fee based on assets under management, fostering trust and eliminating conflicts of interest. Our focus is simple: helping you achieve your financial goals with clarity and confidence.
Why This Matters
Making this list for another year reflects the strength of our team and the trust our clients place in us. For over 40 years, Plancorp has gone beyond basic financial advice to deliver holistic planning that aligns wealth with life goals.
From retirement and tax strategies to multi-generational planning and evidence-based investing, we’re here to simplify complexity and empower your financial life.
Want to learn more about the fee-only approach and what sets Plancorp apart? Explore our Wealth Management service offerings or schedule a conversation with a Wealth Manager today.
