---
title: Compliance Disclaimer - Fidelity | Plancorp Financial Services
description: "You are leaving the Plancorp, LLC website and will be entering the FMR LLC (\"Fidelity\") website. FMR LLC (\"Fidelity\") is a registered broker-dealer, and is not"
---

[![Plancorp Financial Services in St. Louis](https://www.plancorp.com/hs-fs/hubfs/Plancorp_February2018-theme/Images/header-logo.png?width=540&height=126&name=header-logo.png)](https://www.plancorp.com)

# You are about to leave Plancorp.com.

You are leaving the Plancorp, LLC website and will be entering the FMR LLC (“Fidelity”) website. FMR LLC (“Fidelity”) is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear on this Web site. Plancorp, LLC is independently owned and operated. Fidelity neither endorses nor recommends Plancorp, LLC. Fidelity does not endorse or recommend the investment strategy of any advisor. Fidelity has agreements with Plancorp, LLC under which Fidelity provides Plancorp, LLC with services related to your account. Fidelity does not review the Plancorp, LLC website(s), and makes no representation regarding information contained in the Plancorp, LLC website, which should not be considered to be either a recommendation by Fidelity or a solicitation of any offer to purchase or sell any securities.

[Please click here if you wish to proceed

](https://login.fidelity.com/ftgw/Fas/Fidelity/RtlCust/Login/Init)

[Cancel and return to Plancorp website](https://www.plancorp.com/)

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```json
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  "@type" : "WebSite",
  "description" : "Fee-only fiduciary wealth management for individuals, families, and businesses.",
  "inLanguage" : "en-US",
  "name" : "Plancorp Wealth Management",
  "publisher" : {
    "@id" : "https://www.plancorp.com#organization"
  },
  "url" : "https://www.plancorp.com/"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.plancorp.com/compliance-disclaimer-fidelity#webpage",
  "@type" : "WebPage",
  "about" : {
    "@id" : "https://www.plancorp.com#organization"
  },
  "dateModified" : "2018-02-14T06:0439+0000",
  "datePublished" : "2018-02-14T04:2901+0000",
  "description" : "You are leaving the Plancorp, LLC website and will be entering the FMR LLC ("Fidelity") website. FMR LLC ("Fidelity") is a registered broker-dealer, and is not",
  "inLanguage" : "en-US",
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  },
  "name" : "Compliance Disclaimer - Fidelity | Plancorp Financial Services",
  "url" : "https://www.plancorp.com/compliance-disclaimer-fidelity"
}
```

```json
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  "@type" : "Organization",
  "alternateName" : "Plancorp",
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  }, {
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    "availableLanguage" : "English",
    "contactType" : "sales",
    "telephone" : "+1 (636) 532-7824 (281)"
  } ],
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  "foundingDate" : "1983",
  "hasCertification" : {
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      "url" : "https://www.cefex.org"
    },
    "name" : "CEFEX Certification"
  },
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    "@id" : "https://www.plancorp.com#logo"
  },
  "knowsAbout" : [ "Wealth Management", "Financial Planning", "Retirement Planning", "Investment Management", "Evidence-Based Investing", "Tax Planning", "Estate Planning", "Insurance Planning", "Charitable Giving", "Equity Compensation", "Family Office Services", "Business Succession Planning", "Institutional Asset Management", "Corporate Retirement Plans" ],
  "legalName" : "Plancorp, LLC",
  "logo" : {
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    "width" : 258
  },
  "name" : "Plancorp Wealth Management",
  "sameAs" : [ "https://www.facebook.com/pages/Plancorp/117209011673086", "https://www.youtube.com/user/plancorpllc/videos", "http://www.linkedin.com/company/plancorp-llc" ],
  "slogan" : "Your Financial Life Advocate.",
  "subOrganization" : [ {
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  }, {
    "@id" : "https://www.plancorp.com#office-fresno"
  }, {
    "@id" : "https://www.plancorp.com#office-nashville"
  }, {
    "@id" : "https://www.plancorp.com#office-sarasota"
  }, {
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  } ],
  "telephone" : "+1-888-220-1163",
  "url" : "https://www.plancorp.com/"
}
```

```json
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  "@type" : "FinancialService",
  "address" : {
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    "addressCountry" : "US",
    "addressLocality" : "St. Louis",
    "addressRegion" : "MO",
    "postalCode" : "63141",
    "streetAddress" : "540 Maryville Centre Dr, Suite 105"
  },
  "description" : "Plancorp headquarters, serving the greater St. Louis metropolitan area.",
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}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.plancorp.com#office-fresno",
  "@type" : "FinancialService",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "US",
    "addressLocality" : "Fresno",
    "addressRegion" : "CA",
    "postalCode" : "93711",
    "streetAddress" : "1312 W. Herndon Ave, Suite 101"
  },
  "description" : "Plancorp's Fresno office, serving California's Central Valley.",
  "image" : {
    "@id" : "https://www.plancorp.com#logo"
  },
  "name" : "Plancorp Wealth Management — Fresno",
  "parentOrganization" : {
    "@id" : "https://www.plancorp.com#organization"
  },
  "telephone" : "+1-559-438-2640",
  "url" : "https://www.plancorp.com/locations/fresno"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.plancorp.com#office-nashville",
  "@type" : "FinancialService",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "US",
    "addressLocality" : "Franklin",
    "addressRegion" : "TN",
    "postalCode" : "37067",
    "streetAddress" : "322 Springhouse Circle"
  },
  "description" : "Plancorp's Nashville-area office, serving Middle Tennessee.",
  "image" : {
    "@id" : "https://www.plancorp.com#logo"
  },
  "name" : "Plancorp Wealth Management — Nashville",
  "parentOrganization" : {
    "@id" : "https://www.plancorp.com#organization"
  },
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}
```

```json
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    "addressCountry" : "US",
    "addressLocality" : "Sarasota",
    "addressRegion" : "FL",
    "postalCode" : "34233",
    "streetAddress" : "5114 Station Way"
  },
  "description" : "Plancorp's Sarasota office, serving Florida's Gulf Coast.",
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    "@id" : "https://www.plancorp.com#logo"
  },
  "name" : "Plancorp Wealth Management — Sarasota",
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  },
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  "url" : "https://www.plancorp.com/locations/sarasota"
}
```

```json
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  "@type" : "FinancialService",
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    "addressCountry" : "US",
    "addressLocality" : "San Jose",
    "addressRegion" : "CA",
    "postalCode" : "95113",
    "streetAddress" : "75 E. Santa Clara St., Suite 600"
  },
  "description" : "Plancorp's Bay Area office in San Jose, serving Northern California.",
  "image" : {
    "@id" : "https://www.plancorp.com#logo"
  },
  "name" : "Plancorp Wealth Management — Bay Area",
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  },
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}
```