The ideal way to serve our clients is through an independent model where we advisors are free to run our practice in a more flexible and personalized manner. Our clients deserve our best work, and we recognize the immeasurable benefits of professional collaboration and support so that we have the space we need to give our clients the attention they deserve. Core Planning is a team of advisors who value independence within a powerful framework of generosity and support. the Community RIA.
| Website | https://www.corepln.com/welcome |
| Revenue | $6.4 million |
| Employees | 38 (13 on RocketReach) |
| Founded | 2010 |
| Address | 706 N Main St, O'Fallon, Missouri 63366, US |
| Phone | +1 620-314-0884 |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Advisor, Financial Planning, Wealth Advisor, Independent Advisor, Wealth Management, Retirement Advisor, Retirement Planning, Investment Management, Estate Advisor, Personalized Planning, Investment Advisory, Portfolio Management, Tax Advisor, Estate Planning, Risk Management, Tax Planning, Financial Consulting, Insurance Planning, Financial Services |
| Competitors | Investment Advisory Professionals, LLC, Focus Wealth Advisors, SYMPHONY FINANCIAL PLANNING, LLC, Commencement Financial Planning LLC (view competitors) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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core planning Questions
The core planning annual revenue was $6.4 million in 2026.
13 people are employed at core planning.
core planning is based in O'Fallon, Missouri.
The NAICS codes for core planning are [52, 523, 5239, 52393].
The SIC codes for core planning are [62, 628].
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