$525.0M Total AUM
$500.4M Disc. AUM
-- 3Y CAGR
65 Employees
867 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 09-02-2010
- Office Locations
- 60
Office Locations
186 HWY 70 E Crossville TN
2001 US-46 E Suite 310 Parsippany NJ
27 Fort Missoula Road Suite #1 Missoula MT
About Core Planning
CORE PLANNING is a retail RIA (founded 2010) based in O’Fallon, MO providing financial and wealth planning, including tax and estate planning, retirement plan guidance, and insurance, alongside asset management and portfolio construction. The firm emphasizes asset allocation and risk management and is ETF-focused in managed accounts. Custody includes Charles Schwab and Altruist.
Team overview
40 AVG AGE
$8.6M AVG AUM / ADVISOR
$605.6K AVG AUM / CLIENT
1.9 yrs AVG TENURE
65 Employees
61 Advisory Reps
61 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Beacon Pathway
Client Personas
Summit harbor Quantum
Custodian
Focus Signal pathway Ridge crest Crest north Value delta Value
Investment Themes
Ridge Foundation ridge
Investment Vehicles
Vector
Platform
Quantum Peak foundation
Services
Horizon alpha Beacon capital Eagle prime Harbor prime Harbor capital Beacon Meridian Prime crest Ember vital
Technology
Pioneer
Owner & Executives
G
GUY MICHAEL PENN
Chief Compliance Officer, Founder
- CRD
- #5267938
- Ownership
- 75% or more
(781) 482-3978
oak.glacier@pathwaycapital.com
in linkedin.com/in/unison-summit
Showing 1 of 1 owners & executives
Unlock allContacts
C
CLIFFORD ANDREW BROCKMANN
--
- CRD
- #6827888
(411) 626-2741
pioneer.insight@bridgecapital.com
in linkedin.com/in/delta-quantum
A
Anita Carr
--
- CRD
- #8259103
(975) 928-3891
insight.insight@catalystcapital.com
in linkedin.com/in/foundation-quantum
M
Matrix legacy
Capital peak momentum
- CRD
- #19254
(892) 320-1300
wave.vertex@horizoncapital.com
in linkedin.com/in/harbor-atlas
Showing 2 of 62 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,446,055 | $742,502 |
| Non-Discretionary | $24,583,509 | $74,270 |
| Total | $525,029,564 | $522,417 |
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Separately Managed Accounts
Total SMA Asset: $525,029,564
Equity - Exchange:
64.6% Cash:
35.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,896,344,104 | 64.6% |
| Cash | $1,587,160,701 | 35.4% |
| Total | $4,483,504,805 | 100.0% |