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CORE PLANNING

OFALLON, MO · CRD 154660 · IAPD ↗ · flamesfp.com · 636-734-7507

$525.0MRegulatory AUM
61Advisory reps
65Employees
0Clients
51-100Planning clients
0Private funds
44States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — CORE PLANNING notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
August 2026 — CORE PLANNING notice-filed in HI, RI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — CORE PLANNING notice-filed in CO, DC, IA, IN, LA, MA, MS, NH, OH, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — CORE PLANNING notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — CORE PLANNING crossed $500M in regulatory AUM ($121.5M -> $525.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
April 2026 — CORE PLANNING grew from 32 to 61 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — CORE PLANNING notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
July 2025 — CORE PLANNING notice-filed in AR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — CORE PLANNING moved its main office from ST. LOUIS, MO to OFALLON, MO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2025 — CORE PLANNING reported RAUM up 95% ($62.3M -> $121.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2025 — CORE PLANNING (ST. LOUIS, MO) is newly SEC-registered with $62.3M RAUM and 32 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.