St Louis Financial Planners Asset Management LLC

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St Louis Financial Planners Asset Management LLC
CRD #106999
SEC #801-112870
CIK #0001966171
AUM 234.0 M (2026-01-29)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone636-532-3900
Address16091 Swingley Ridge Rd
Chesterfield, MO 63017
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005001999200820172027
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)
190152114763802022202320252027
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
ServesRetail
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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