Core Planning, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 154660
· SEC file 801-131950
· Ofallon, MO
· www.flamesfp.com
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ADV data as of Jul 31, 2026
- Regulatory AUM
- $525M
- Discretionary
- $500M
- Clients
- 867
- Avg AUM / client
- $606K
- Accounts
- 1,005
- Employees
- 65
AUM over time
$62.3M
$525M
Jan 9, 2025
Jul 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 745 | $245M | 46.7% |
| High net worth individuals | 122 | $280M | 53.3% |
People (62)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guy Michael Penn | Registered representative | Sep 2010 (16y) | ||
| Jared Nicholas Monroe Hamann | Registered representative | Jan 2021 (6y) | ||
| Jason R Fedak | Registered representative | Feb 2021 (5y) | ||
| Tanner Millar | Registered representative | Mar 2021 (5y) | ||
| Stan J Kovarik | Registered representative | May 2021 (5y) | ||
| Lei Deng | Registered representative | CFP CFA | Dec 2021 (5y) | |
| Patrick M Ritter | Registered representative | CFP | Mar 2022 (4y) | |
| Seth Alan Kelly | Registered representative | CFA | Apr 2022 (4y) | |
| Patrick David Mcandrew | Registered representative | Jan 2023 (4y) | ||
| Christopher Jordan Taylor | Registered representative | Mar 2023 (3y) | ||
| Suzanne Kaiser Highet | Registered representative | CFP CFA | Apr 2023 (3y) | |
| Emily Grace Scott | Registered representative | CFP | Apr 2023 (3y) | |
| Leon Ren | Registered representative | Dec 2023 (3y) | ||
| Danny Joe Howard | Registered representative | Jan 2024 (3y) | ||
| Jon Frederick Petersen | Registered representative | CFP | Apr 2024 (2y) | |
| Andrew Joseph Moran | Registered representative | CFP | May 2024 (2y) | |
| Andrew W Scheffer | Registered representative | May 2024 (2y) | ||
| Eusevius I Howard | Registered representative | Jun 2024 (2y) | ||
| Justin Pullaro | Registered representative | CFP | Aug 2024 (2y) | |
| Christopher M Miller | Registered representative | CFP | Aug 2024 (2y) | |
| Rebecca Lees | Registered representative | Sep 2024 (2y) | ||
| Jordan Robert Gilberti | Registered representative | CFP | Oct 2024 (2y) | |
| Joel Stephen Miller | Registered representative | CFP | Nov 2024 (2y) | |
| Keenan Dean Casey | Registered representative | CFP | Nov 2024 (2y) | |
| Roger George Tran | Registered representative | CFP | Dec 2024 (2y) | |
| Madeline Mcivor | Registered representative | CFP | Jan 2025 (2y) | |
| Christopher Jackson | Registered representative | CFP | Jan 2025 (2y) | |
| Korinne Kay Sugasawara | Registered representative | Jan 2025 (2y) | ||
| Frank Vestal | Registered representative | Feb 2025 (1y) | ||
| Stuart Blake Petty | Registered representative | CFP | Mar 2025 (1y) | |
| Harrison William Maizels | Registered representative | CFP | Mar 2025 (1y) | |
| Shai Lin Gothreau | Registered representative | Mar 2025 (1y) | ||
| Tavarus Hogans | Registered representative | Apr 2025 (1y) | ||
| Jill Marie Tripp | Registered representative | CFP | Apr 2025 (1y) | |
| Max Cooper Novak | Registered representative | CFP | May 2025 (1y) | |
| Zachary Scott Novak | Registered representative | CFP | May 2025 (1y) | |
| Josiah Kellogg | Registered representative | Jun 2025 (1y) | ||
| Mee Kyong Lee | Registered representative | CFP | Jun 2025 (1y) | |
| Mariko Osceola Gordon | Registered representative | CFP CFA | Jul 2025 (1y) | |
| Jerome A Neary | Registered representative | CFP | Jul 2025 (1y) | |
| Maria Katharine Stalter | Registered representative | CFP | Aug 2025 (1y) | |
| Daniel William Farrell | Registered representative | CFA | Sep 2025 (1y) | |
| Michelle Rae Wagner | Registered representative | CFP | Sep 2025 (1y) | |
| Hannah Lynne Santa Cruz | Registered representative | CFP | Sep 2025 (1y) | |
| John Joseph Smutniak | Registered representative | Oct 2025 (1y) | ||
| Jacob M George | Registered representative | CFP | Oct 2025 (1y) | |
| Michael Allen Kirkendale Haak | Registered representative | CFP | Oct 2025 (1y) | |
| Jasmine Young | Registered representative | Oct 2025 (1y) | ||
| Christopher G Peterson | Registered representative | CFP | Nov 2025 (1y) | |
| Drew Feldman | Registered representative | Nov 2025 (1y) | ||
| David Kooger | Registered representative | Dec 2025 (1y) | ||
| Clifford Andrew Brockmann | Registered representative | CFP | Jan 2026 (1y) | |
| Eric Rodriguez | Registered representative | Jan 2026 (1y) | ||
| Roberto Fortuna | Registered representative | CFP | Jan 2026 (1y) | |
| Joseph Francisco Schneider | Registered representative | Feb 2026 (0y) | ||
| Andrew Alan Waggoner | Registered representative | CFP | Mar 2026 (0y) | |
| Irene Lam | Registered representative | Apr 2026 (0y) | ||
| Rong Rebecca Gao | Registered representative | CFP | Apr 2026 (0y) | |
| Gregory John Dier | Registered representative | CFP | Apr 2026 (0y) | |
| Anita Carr | Registered representative | May 2026 (0y) | ||
| Marcel Mario Miu | Registered representative | CFP CFA | May 2026 (0y) | |
| Dawn Carolyn Abernathy | Registered representative | CFP | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $17.7M (3% of AUM) Jul 2026
- Truist Financial Corp $13.4M (3% of AUM) May 2026
- Altruist Financial $13.4M (3% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗