# St. Louis Financial Planners Asset Management

St. Louis Financial Planners Asset Management is a Bank / Wealth / Trust based in Chesterfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chesterfield, United States
- **Region:** North America
- **Address:** Chesterfield, MO, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** stlouisfinancialplanners.com
- **LinkedIn:** https://www.linkedin.com/company/st.-louis-financial-planners

## Regulatory record

- **CRD number:** 106999
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-29T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106999

## About

For nearly 50 years, St. Louis Financial Planners has offered a common sense approach to investment, retirement, and estate planning.

## 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.

## Related profiles

- [St. Louis College of Pharmacy Endowment](https://altss.com/profile/st-louis-college-of-pharmacy-endowment)
- [St. Louis Painters Pension Plan](https://altss.com/profile/st-louis-painters-pension-plan)

---

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

Canonical page: https://altss.com/profile/st-louis-financial-planners-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology