CORE PLANNING, LLC
Doing business as CORE PLANNING. SEC Form ADV profile.
Total regulatory AUM
$525,029,564
Discretionary
$500,446,055
Non-discretionary
$24,583,509
Firm details
- CRD number
- 154660
- SEC file number
- 801-131950
- Main office
- OFALLON, MO, United States
- Employees
- 65
- SEC status
- Approved
- Website
- https://www.flamesfp.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.