# Core Planning

Core Planning is a Bank / Wealth / Trust based in Ofallon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ofallon, United States
- **Region:** North America
- **Address:** St. Louis, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** corepln.com
- **LinkedIn:** https://www.linkedin.com/company/coreplanning

## Regulatory record

- **CRD number:** 154660
- **SEC file number:** 801-131950
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154660

## About

Core Planning was established in 2010 as a US-based wealth manager and registered investment adviser. The firm focuses on financial planning, investment management, and wealth management. It serves individuals, high-net-worth individuals, and non-profit organizations. No specific asset-class allocations or named holdings appear in available records. Team size, additional offices, and recent operational events remain undisclosed. The firm maintains its headquarters in St. Louis. Core Planning functions as an independent RIA without disclosed ties to larger banking or trust platforms.

## Questions

### Who runs investment decisions at Core Planning?

No named principals or CIO appear in public records.

### Does Core Planning participate in fund commitments or only direct deals?

Public information does not specify allocation methods or vehicle preferences.

## Related profiles

- [CorePath Wealth Partners](https://altss.com/profile/corepath-wealth-partners)
- [Corestone Investment Managers](https://altss.com/profile/corestone-investment-managers)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/core-planning

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