Comprehensive Wealth Management in the Bay Area

For more than 40 years, we’ve partnered with families nationwide to help simplify complex financial decisions and protect what matters most. Our Bay Area advisors bring that depth of experience to a local setting—combining national resources with personal guidance to support your long‑term goals.

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Who We Work With

Plancorp’s Bay Area financial advisors help our clients navigate complex financial challenges such as: 

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Managing Generational Wealth

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Overseeing More Than $1 Million+ In Investable Assets

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Growing or Exiting a Business

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Earning More Than $300k Annually

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Managing Investments for a Business or Employees

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Overseeing Multiple Revenue Streams

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Our Bay Area Lead Advisor

Sean Kyle, CFP®, AIF®

Senior Wealth Manager


As a Senior Wealth Manager, firm Shareholder, and a valued member of Plancorp's investment committee, Sean has honed the skills to develop comprehensive financial strategies tailored to each client's unique needs through years of mentorship and experience. His naturally analytical mindset ensures that he remains vigilant about all factors that could impact his clients' financial outcomes. Sean's commitment to continuous learning and staying abreast of market trends and economic indicators has earned him a reputation for delivering insightful and effective advice.

Sean has developed extensive knowledge on equity compensation for corporate executives at top companies, making him a sought-after advisor for complex financial planning. His dedication to professional excellence is reflected in his status as one of Plancorp's top credentialed advisors.

  

 

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Planning with Purpose

Integrated Services

We take a holistic and comprehensive approach to your finances—from financial planning and investment strategy to estate and tax planning—so you can move toward your goals with clarity and confidence.

Don’t just take our word for it. Here’s what our clients say:

 

Services We Offer

Personal Solutions
Wealth Management
Find a Wealth Manager
Family Office
Plancorp supports your legacy through education and generational wealth transfer planning.
Manage Generational Wealth
Business Solutions
Corporate Retirement Plans
Easily select and manage a company 401(k) or Cash Balance plan with minimal fees and Plancorp’s guidance.
Build a Corporate Retirement Plan
Business Succession Planning
Set your business up for success or secure your personal financial plan? You can do both with an exit strategy advisor.
Create a Business Exit Plan
Institutional Asset Management
Focus on the mission of your institution knowing Plancorp has your back managing the complex financial needs of endowments & nonprofits.
Manage Institutional Finances

We're Proud to Be CEFEX-Certified In Our Fiduciary Standard

WHAT IT MEANS

In short, it means that we do what’s best for our clients, even if it isn’t the easy thing for our team, and that standard is documentable. CEFEX firms submit to an extensive audit that includes a thorough review of processes and adherence to a strict protocol of fiduciary standards. 

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WHY IT MATTERS

Plancorp was one of the first advisory firms in the country to be CEFEX-certified and have been for over 15 years now. We are dedicated to earning client trust and acting in your best interest, and we have the certification to prove it.

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HOW WE GOT IT

CEFEX advisors are audited to the industry’s best practice standard by expert analysts. Most individual investors don’t have time to deeply research financial advisors. We’re the cream of the crop and you can trust us to work hard for you.

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Frequently Asked Questions

How do you get paid?

Our only compensation comes from the fees our clients pay us to manage their investments and provide financial advice. In the financial planning world, this is commonly referred to as a “fee-only” approach.

Fees are calculated as a percentage of clients’ AUM (assets under management). Use our calculator to estimate your annual advisory fee.

Because we receive no compensation from the products we recommend, you can feel comfortable knowing we are always looking out for you, not focusing on selling commission-based products or other agendas.

This ensures that our advice is independent, objective and intended to be in your best interest.

Do you work with only local clients?

Plancorp values the relationships we have with clients all over the country. Our headquarters is located in St. Louis, MO, and we have team members in other markets including Nashville, TN, Fresno, CA, San Francisco, CA, Chicago, IL and Sarasota, FL.

We often travel to meet out-of-town clients in person, and as strong believers in using new technology to facilitate client interactions, we’re also reachable via phone, email and videoconferencing.

How would you invest my assets?

Nearly 40 years of academic research—which includes Nobel Prize-winning work—has shown that traditional active money managers fail to consistently outperform the market.

So, rather than adhering to the Wall Street approach of making investment decisions based on conjecture (and advisors who push commissioned products), we combine practical investment strategies with solid academic research.

Our investment philosophy concentrates on creating globally diversified portfolios, which we constantly monitor to maintain their agreed upon asset allocation and never trade in response to speculation or overreaction.

What can I expect in a client relationship?

Each of our clients has a dedicated team of advisors made up of a Wealth Manager, a Planning Associate 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 hear a consistent message from our team. We all agree on the best ways to deal with our clients’ planning needs. We all agree on the investment style we recommend. And we all provide impartial advice that is free from hidden financial incentives.

What makes you different from other advisors?

We believe in maintaining transparency with our clients and focus on prioritizing 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, there are no hidden fees or agendas, just a life advocate who is looking out for what’s best for you and your family.

I have more questions.

For our full list of frequently asked questions, click here. 

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Start Your Path to Financial Clarity

Schedule a 30-minute complimentary Private Strategy Session with our wealth advisors to explore how we can help you achieve your financial goals.

 

Schedule a Call With a Wealth Manager to Get Started

Let Plancorp help so you can focus on making the most of your wealth

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St. Louis, MO | Fresno, CA | Nashville, TN  | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163

CEFEX: Centre For Fiduciary Excellence ZAG: Active Oversight / Proactive Advice

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