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| St Louis Financial Planners Asset Management LLC
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| CRD # | 106999 |
| SEC # | 801-112870 |
| CIK # | 0001966171 |
| AUM | 234.0 M (2026-01-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 636-532-3900 |
| Address | 16091 Swingley Ridge Rd Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (1/29/2026) [Brochure] |
|---|
Item 5 Fees and Compensation
Fee Schedule
$50,000 and less 2.50% of the Account
$50,000.01 - $100,000 2.25% of the Account
$100.000.01 - $500,000 2.00% of the Account
$500,000.01 and greater 1.75% of the Account
Casey Hunt currently provides advisory services for 133 clients
Timothy Hunt currently provides advisory services for 208 clients
Matthew Jarrell currently provides advisory services for 117 clients
The annual fee listed above shall be paid in arrears on a quarterly basis and calculated using the average daily account
balance.
AXOS Advisor Services has NO trading costs or equity execution fees.
STLFPAM uses a platform of individual equities, exchange traded funds (ETFs), and no-load index funds. STLFPAM
retains the right to negotiate fees at its own discretion. Adviser retains the right to modify the fee schedule for future
agreement years by notifying the client thirty days before the effective date of any modification. Fees are calculated and
payable in arrears, they are deducted quarterly. STLFPAM will deduct the fees from the clients' assets. STLFPAM's
advisory client has the right to terminate the contract without penalty at any time. Upon termination of the advisory
agreement, fees will be prorated to the number of days in which the client received STLFPAM service. Clients are under no
obligation to act on the investment adviser’s recommendations. The client is under no obligation to affect the transaction
through the company/custodian STLFPAM has recommended and has the option to purchase investment products through
other brokers or agents that are not affiliated with STLFPAM.
AXOS Advisor Services has a $150 fee when an account is closed or liquidated. There are no fees for an ACH or wire
payments to client’s bank account. There is a $20 fee for overnight service.
Client statements for Casey Hunt, Timothy Hunt and Matthew Jarrell are prepared by AXOS Advisor Services. AXOS
charges a custody fee. This custody fee is paid for by STLFPAM. The fee covers statement generation, performance
reporting, website account access, advanced trading technologies, and for no trading costs. AXOS may also receive 12b-1
and/or shareholder services mutual fund fee revenue for some mutual fund share positions held in the client’s accounts. Other
mutual funds could have a $19.99 cost to buy or sell but those funds are not utilized in any active strategy.
To reflect the management between STLFP and STLFPAM, both companies have entered into a Revenue, Services and
Expense Sharing Agreement providing for the payment by STLFPAM to STLFP of approximately one-half (50%) of all
revenue derived from referred clients as well as the payment of mutually agreed upon expenses and salaries of STLFP. |
| Account Minimums and Types of Clients — Form ADV Part 2A (1/29/2026) [Brochure] |
|---|
Item 7 Types of Clients STLFPAM provides investment advice to individuals, trusts, 401k, pension and profit-sharing plans, charitable organizations, corporations, or business entities other than those listed above. STLFPAM has no minimum account size. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 11.5 | ||
| Western Digital Corp | 6.6 | ||
| Advanced Micro Devices Inc | 5.7 | ||
| AbbVie Inc | 5.0 | ||
| Merck & Co Inc | 5.0 | ||
| Home Depot Inc | 5.0 | ||
| Abbott Laboratories | 4.9 | ||
| Procter & Gamble Co | 4.7 | ||
| Coca Cola Co | 4.6 | ||
| Lam Research Corp | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 446 | 234.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,145 | 234.0 |
| By Discretionary | ||
| Discretionary | 1,145 | 234.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,145 | 234.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.0 | |
| Total | 1,145 | 234.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966171] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
St Louis Financial Planners Asset Management LLC
✚
|
MO | 234.0 M |
|
St Louis Financial Planners Inc
✚
|
MO | 5.7 M |
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