AdvisorCensus / Financial advisors / Missouri / St. Louis / ST. Louis Financial Planners Inc.
ST. Louis Financial Planners Inc. is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.
Quick answers
From the filingHow is ST. Louis Financial Planners Inc. compensated?
On its Form ADV (Item 5.E, October 2026), ST. Louis Financial Planners Inc. reports these compensation arrangements: other.
Where is ST. Louis Financial Planners Inc. located?
ST. Louis Financial Planners Inc.'s principal office is in Chesterfield, MO, according to its Form ADV.
Is ST. Louis Financial Planners Inc. registered with the SEC or a state?
ST. Louis Financial Planners Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 105511.
How much does ST. Louis Financial Planners Inc. manage?
ST. Louis Financial Planners Inc. reports $0 in regulatory assets under management in its Form ADV filing dated August 18, 2026.
How have ST. Louis Financial Planners Inc.'s assets and staff changed since 2021?
In the Form ADV data for ST. Louis Financial Planners Inc.: Regulatory assets under management: $7,563,695 in the October 2021 data and $0 in the October 2026 data, down 100%. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does ST. Louis Financial Planners Inc. 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/105511
What changed in ST. Louis Financial Planners Inc.'s recent Form ADV filings?
In the September 2026 filing data: Regulatory assets under management went from $5,689,546 to $0 (-100%).
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- Other
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 2ASee the firm's brochure (dated August 18, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated August 18, 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.DNot reported.
A 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- Financial planning services
- 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: 9. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $0 | 9 | August 18, 2026 |
| October 2025 | $5,585,951 | 9 | December 12, 2024 |
| October 2024 | $5,258,814 | 10 | April 29, 2024 |
| October 2023 | $5,067,712 | 10 | November 21, 2022 |
| October 2022 | $9,247,219 | 10 | November 23, 2021 |
| October 2021 | $7,563,695 | 10 | November 9, 2020 |
Regulatory assets under management: $7,563,695 in the October 2021 data and $0 in the October 2026 data, down 100%.
Total employees: 10 in October 2021 and 9 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- September 2026
- Regulatory assets under management went from $5,689,546 to $0 (-100%).
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.ISource: 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 Inc. (CRD 105511): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/st-louis-financial-planners-inc-chesterfield-mo-105511