core planning is a community of independent financial advisors who believe this work should feel personal, thoughtful, and human. advisors have the freedom to build practices that reflect who they are, while giving clients the care and attention they deserve. we're the Community RIA.
| Website | https://www.corepln.com/welcome |
| Revenue | $6.4 million |
| Employees | 38 (14 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 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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core planning Questions
The core planning annual revenue was $6.4 million in 2026.
14 people are employed at core planning.
core planning is based in O'Fallon, Missouri.
The NAICS codes for core planning are [5239, 52393, 523, 52].
The SIC codes for core planning are [62, 628].
Top core planning Employees
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Krissy Fuller
Head of Operations at core planning
Chandler, AZ, US21 -
Roger Tran
Independent Wealth Advisor | Certified Financial Planner™ at core planning
California, United States15 -
Danny Howard
Financial Planner at core planning
Waco, TX, US1 -
Chris Miller
Certified Financial Planner at core planning
Saint Petersburg, FL, US13 -
Guy Penn
Building @ at core planning
O'Fallon, MO, US24 -
Dawn Abernathy
Financial Planner and Wealth Manager at core planning
St. Louis, MO, US13 -
Emily
Financial Planner at core planning
Huntsville, AL, US21 -
Anita Carr
Financial Planner at core planning
Rockville, MD, US23 -
21
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Jordan Taylor
Independent Financial Advisor at core planning
New York, United States15
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