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St. Louis Financial Planners Asset Management
St. Louis Financial Planners Asset Management is a bank / wealth / trust based in Chesterfield, founded 2018; the Altss profile covers its classification,...
St. Louis Financial Planners Asset Management
For nearly 50 years, St. Louis Financial Planners has offered a common sense approach to investment, retirement, and estate planning.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Chesterfield
Corporate office
Chesterfield, MO, United States
Frequently asked questions
Does the firm operate as a registered investment advisor or a trust company?
St. Louis Financial Planners Asset Management is chartered as a Missouri trust company, which subjects it to state banking and trust regulation. This charter allows the firm to serve as corporate trustee, executor, and guardian — roles that require fiduciary bonding and regulatory oversight beyond what a standard RIA undergoes. Its advisory services are delivered under a fee-only model, meaning compensation comes from client fees rather than commissions or proprietary product sales.
How does the firm construct its investment portfolios?
Portfolio construction begins with individual risk-tolerance assessments and time-horizon analysis, which drive allocations across equities, fixed income, and occasionally alternatives or structured instruments. The firm uses third-party custody to hold client assets, maintaining segregation between advisory and safekeeping functions. Specific portfolio management personnel and performance track records are not published.
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