Schedule Your Private Strategy Session
Start your path to financial clarity with a Private Strategy Session, your first step toward working with Plancorp.
What to expect:
Ask a Plancorp Advisor
What's on your mind? We're here to solve problems in your financial plan.
Personalized Strategy Insights
Let's move beyond basic advice to align your wealth with your long-term goals.
No-Obligation Fit Assessment
See if our philosophy aligns with your financial goals - no pressure, just insights, in only 30 minutes.
No Prep Work Needed
Don't worry about collecting old documents first. We're ready to talk at a high level about what we can do for you!
What to expect:
Ask a Plancorp Advisor
What's on your mind? We're here to solve problems in your financial plan.
Personalized Strategy Insights
Let's move beyond basic advice to align your wealth with your long-term goals.
No-Obligation Fit Assessment
See if our philosophy aligns with your financial goals - no pressure, just insights, in only 30 minutes.
No Prep Work Needed
Don't worry about collecting old documents first. We're ready to talk at a high level about what we can do for you!
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Managing over $6.5B in client assets
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Helping successful families for 40+ years
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Fee-only fiduciary. Your interests come first.
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98% client retention
The Plancorp Process
- 01 Book a Private Strategy Session
- 02 Explore Your Draft Financial Plan
- 03 Become a Plancorp Client
Step 01
Book a Private Strategy Session
Curious about working with Plancorp? Schedule your no-obligation 30-minute Private Strategy Session with our wealth advisors to explore how we can help you achieve your goals.
No need to prep anything—we'll use this time to get to know you, answer your questions, and see if we're the right fit.
Schedule My Strategy SessionStep 02
Explore Your Draft Financial Plan
To move forward, we’ll gather key financial information from you through a secure portal to prepare your custom Financial Independence Analysis (FIA).
We’ll meet together to review the results of your FIA, which answers one big question: with what we know today, what are your chances of meeting your financial goals?
The FIA then becomes the backbone of our clients’ financial plans, and is revisited to aid in making big decisions.
Schedule My Strategy SessionStep 03
Become a Plancorp Client
The FIA discussion will conclude with a clear breakdown of what a client relationship with Plancorp would look like for you and your family in a client agreement.
Our team will then do the heavy lifting to get you on board, including key components of your financial plan like an investment allocation, tax projection and estate and insurance plan review.
As our relationship continues, we’ll set a regular communication cadence that meets your needs so you feel supported through life’s milestones, big and small.
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Let's Draft Your Plan
What's Your Probability of Success?
Once you've had your private strategy session and shared a bit more about yourself, we'll start a draft plan that includes a financial independence analysis. The FIA is a powerful financial modeling tool that helps you know if you're on track to achieve financial goals, big and small.
Want a preview of what’s possible?
Frequently Asked Questions
Plancorp's annual fee for wealth management services is based on a percentage of a client's total assets under management (AUM). We charge 1% for the first $2,000,000 under management, and the rate lowers from there.
No. We are a fiduciary firm, meaning we don’t receive commissions or kickbacks for recommending certain products or investment funds. Our fee-only structure allows us to remain unbiased and provide advice that is always within the client’s best interest.
We adhere to an evidence-based investment philosophy for our clients. This strategy focuses on risk reduction through systematic diversification across asset classes rather than on an attempt to beat the market or pick stocks.
Each of our clients has a dedicated team of advisors made up of a Wealth Manager, a Financial Planner, and a Client Service Representative. You’ll meet at least annually with the members of your specific team, and we may also pull in other specialists, depending on your personal needs.
No matter with whom you meet, you will always hear a consistent message from our team. We all agree on our recommended investment style, as well as the best ways to handle our clients’ planning needs. We all provide impartial advice that is free from hidden financial incentives.
We believe in maintaining absolute transparency with our clients and always put their interests ahead of our own. This philosophy has served us well, as we have built long-lasting relationships with clients across the country over more than 40 years of business.
As a client of Plancorp, you can be certain there are no hidden fees or agendas, just a life advocate who is looking out for what’s best for you and your family.
Plancorp does not have an account minimum for who may become a client, but we do have a minimum annual fee for individuals: $12,000.
This gives us the flexibility to serve clients who are accumulating assets or have upcoming life events. Even if we are not the right fit, we may be able to help you find someone who can assist with your needs.
Your Journey to Wealth Alignment Starts Here
Don't Settle For Basic Advice
A short call today could reshape your financial future for years to come. Whether you're feeling reactive in your finances or skeptically content, Plancorp specializes in reaching a deep level of financial alignment.
Schedule a Call With a Wealth Manager to Get Started
Let Plancorp help so you can focus on making the most of your wealth
St. Louis, MO | Nashville, TN | Boca Raton, FL | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163 | info@plancorp.com
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