$5.7M Total AUM
$5.7M Disc. AUM
3.9% 3Y CAGR
9 Employees
18 ADV. Clients
49 yrs Firm Age
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-1977
- Office Locations
- 1
Office Locations
16091 Swingley Ridge Rd. STE 345 Chesterfield MO
About St. Louis Financial Planners Inc.
St. Louis Financial Planners Inc. is a Chesterfield, MO wealth advisory firm serving retail clients with financial planning, estate and tax planning, insurance and life insurance guidance, and discretionary asset management. Portfolios are built primarily with ETFs (SMA mix heavily ETF-based) and mutual funds, with custody reported through Axos.
Team overview
42 AVG AGE
$1.4M AVG AUM / ADVISOR
$316.1K AVG AUM / CLIENT
30.4 yrs AVG TENURE
9 Employees
4 Advisory Reps
4 RIA Reps
49yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
C
CASEY DANIEL HUNT
Chief Compliance Officer, Owner, TREASURER, Vice President
- CRD
- #2787773
- Ownership
- 25% but less than 50%
Available
Available
Available
T
TIMOTHY DAVID HUNT
Owner, President, Secretary
- CRD
- #714168
- Ownership
- 25% but less than 50%
Available
Available
Available
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M
MATTHEW JOSEPH JARRELL
--
- CRD
- #5663687
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,689,546 | $162,558 |
| Non-Discretionary | $0 | -- |
| Total | $5,689,546 | $162,558 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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