AdvisorCensus / Financial advisors / Missouri / St. Louis / ST. Louis Financial Planners Asset Management, LLC
ST. Louis Financial Planners Asset Management, LLC
Filed as ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
ST. Louis Financial Planners Asset Management, LLC is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.
Quick answers
From the filingHow is ST. Louis Financial Planners Asset Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), ST. Louis Financial Planners Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management.
What does ST. Louis Financial Planners Asset Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated January 29, 2026 states: Up to $50,000: 2.5% a year; $50,000.01 to $100,000: 2.25% a year; $100,000.01 to $500,000: 2% a year; Above $500,000.01: 1.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is ST. Louis Financial Planners Asset Management, LLC located?
ST. Louis Financial Planners Asset Management, LLC's principal office is in Chesterfield, MO, according to its Form ADV.
Is ST. Louis Financial Planners Asset Management, LLC registered with the SEC or a state?
ST. Louis Financial Planners Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 106999.
How much does ST. Louis Financial Planners Asset Management, LLC manage?
ST. Louis Financial Planners Asset Management, LLC reports $234,037,459 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).
How have ST. Louis Financial Planners Asset Management, LLC's assets and staff changed since 2021?
In the Form ADV data for ST. Louis Financial Planners Asset Management, LLC: Regulatory assets under management: $129,954,155 in the October 2021 data and $234,037,459 in the October 2026 data, up 80%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does ST. Louis Financial Planners Asset Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (446).
Which custodians does ST. Louis Financial Planners Asset Management, LLC use?
ST. Louis Financial Planners Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets.
Does ST. Louis Financial Planners Asset Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106999
Does ST. Louis Financial Planners Asset Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated January 29, 2026 says: "STLFPAM has no minimum account size."
What changed in ST. Louis Financial Planners Asset Management, LLC's recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $50,000 | 2.5% |
| $50,000.01 to $100,000 | 2.25% |
| $100,000.01 to $500,000 | 2% |
| Above $500,000.01 | 1.75% |
The brochure's wording
$50,000 and less 2.50% of the Account $50,000.01 - $100,000 2.25% of the Account $100.000.01 - $500,000 2.00% of the Account $500,000.01 and greater 1.75% of the Account
Account minimum: None
The brochure's wording
STLFPAM has no minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated January 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$234,037,459 as of October 2026, filing dated September 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $234,037,459 | 2 | September 29, 2026 |
| October 2025 | $188,487,676 | 3 | January 16, 2025 |
| October 2024 | $155,035,405 | 3 | April 29, 2024 |
| October 2023 | $129,904,284 | 3 | January 26, 2023 |
| October 2022 | $137,540,676 | 3 | January 26, 2022 |
| October 2021 | $129,954,155 | 3 | January 27, 2021 |
Regulatory assets under management: $129,954,155 in the October 2021 data and $234,037,459 in the October 2026 data, up 80%.
Total employees: 3 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in TN.
- February 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $188,487,676 to $234,037,459 (+24%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. ST. Louis Financial Planners Asset Management, LLC (CRD 106999): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/st-louis-financial-planners-asset-management-llc-chesterfield-mo-106999