Bryan Barts is a CFP-designated registered investment advisor at Plancorp, LLC, based in Saint Louis, MO, with 13 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,383 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Plancorp, LLC
Previous Registrations
Modern Dollar Planning, LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Vicus Capital, INC.
Walnut Street Securities, INC.Broker
State Registrations1 state
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
More Advisors
- Stacey Mannebach, CFPPlancorp, LLC
- Kelsey Abbott, CFPPlancorp, LLC
- Harry Frazier, CFPPlancorp, LLC
- Kevin Daniel, CFPPlancorp, LLC
- Ranie Verby, CFPPlancorp, LLC
- J. Kerckhoff, CFPPlancorp, LLC