Updated:May 30, 2026

B & B Financial Planning Co., Inc.

B & B Financial Planning Co., Inc. is an RIA focused on financial planning. Publicly available details on AUM, team, and strategy are limited.

B & B Financial Planning Co., Inc.

B & B Financial Planning Co., Inc. is an SEC-registered investment adviser in O'FALLON, MO. The firm manages approximately $93 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Financial Planning Firm

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is B & B Financial Planning Co., Inc. a fiduciary?

As a Registered Investment Adviser (RIA), B & B Financial Planning Co., Inc. is legally bound by fiduciary duty to act in clients' best interests. This standard requires full disclosure of conflicts, fees, and investment risks. The RIA structure indicates compliance with state or SEC regulatory oversight (per public record).

What services does B & B Financial Planning Co., Inc. offer?

The firm's name points to financial planning as its primary service. This typically includes retirement planning, investment management, estate planning, and tax strategy. The firm likely serves individuals or families rather than institutional clients.

How can I verify B & B Financial Planning's registration?

You can confirm the firm's RIA status and any disclosures through the SEC's Investment Adviser Public Disclosure (IAPD) database. The system provides information on registration history, disciplinary records, and reported AUM. This is a standard step for any institutional due diligence.

Does B & B Financial Planning Co., Inc. publish its AUM?

No public AUM figure is available for this firm. Many small RIAs are not required to disclose assets under management publicly unless filing Form ADV with the SEC. The firm's limited public presence means its scale cannot be independently verified.

Who owns or runs B & B Financial Planning Co., Inc.?

The firm's ownership and leadership are not publicly disclosed. Typical small RIAs are owned by their founding advisors. To identify the principals, one would need to search the SEC's IAPD database by firm name.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: May 30, 2026. Continuous refresh with full update cycles at least every 30 days.