DP
DP

Devin William Ploesser

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
1,579 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$7.3B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4.0M - $6.0M0.60%
$6.0M - $10.0M0.50%
$10.0M - $25.0M0.45%
$25.0M - $45.0M0.40%
$45.0M - $75.0M0.35%
$75M+0.30%

Fees are negotiable and may be waived in whole or in part in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$12,000
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Location

540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829

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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
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
March 2022 - July 2024 · 2 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2022 - July 2024 · 2 yrs 4 mos
Wells Fargo Clearing Services, LLC
August 2018 - November 2021 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - November 2021 · 3 yrs 3 mos
U.S. Bancorp Investments, INC.
June 2015 - August 2018 · 3 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
June 2015 - August 2018 · 3 yrs 2 mos
Edward Jones
January 2012 - June 2015 · 3 yrs 5 mos
Edward JonesBroker
October 2011 - June 2015 · 3 yrs 8 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.