Dakota
Dakota
Book a Demo
Talk to an Expert

Core Planning

EST. AUM
$525,029,564

CONTACTS
44

CLIENT ACCOUNTS
1,005

Firm Details

Metro area St. Louis
CRD Number 154660
Website corepln.com
Client types

Overview

Core Planning is a financial advisory firm that uses an independent model, enabling advisors to manage their practices. The company provides collaboration opportunities and professional support to assist advisors in serving their clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy