Plancorp, LLC

Registered investment advisor · Saint Louis, Missouri · CRD #106599

Assets Under Management

$8.4B

Client Accounts

6,861

Employees

CRD Number

106599

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Plancorp, LLC

Plancorp Wealth Management is a fee-only wealth management and financial services firm based in St. Louis, Missouri, with a branch in Nashville, Tennessee. Founded in 1983 by Jeff Buckner, the firm manages approximately $6.66 billion in discretionary assets for around 1,578 clients. Plancorp employs about 81 professionals, including certified financial planners and wealth managers, and generates around $28.4 million in revenue. The firm offers holistic financial planning and wealth management s

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Plancorp, LLC

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Frequently Asked Questions

What is Plancorp, LLC's AUM?

Plancorp, LLC reports approximately $8.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Plancorp, LLC headquartered?

Plancorp, LLC is headquartered in Saint Louis, Missouri.

What is Plancorp, LLC's CRD number?

Plancorp, LLC's CRD number is 106599. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.