Brian Matthew King
BK
CFP
Brian Matthew King
BK
CFP

Brian King

18 Years of Experience
St. Louis, MO

Brian King is a CFP-designated registered investment advisor at Plancorp, LLC, based in St. Louis, MO, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 2,383 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000

Plancorp charges an asset-based fee for wealth management services that combine investment management and financial planning, or for standalone investment management. Clients are generally subject to a minimum annual fee of $12,000.

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Contact

Brian Matthew King
BK
Brian King

Location

540 Maryville Centre Drive, Suite 105, St. Louis, MO, 63141

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Plancorp, LLC
June 2008 - Present · 18 yrs 4 mos
State Registrations3 states
LAMOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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