Eli Katz is a CFP-designated registered investment advisor at Plancorp, LLC, based in Saint Louis, MO. Eli 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
State Registrations2 states
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