BrightPlan LLC, a wholly-owned subsidiary of Prumentum Group, is a digital Registered Investment Advisor (RIA) led by a team of experienced Silicon Valley executives and technology innovators with extensive software and industry expertise. BrightPlan provides comprehensive, goal-based wealth management recommendations supported by Nobel Prize-winning research, enabling financial planning for life, not just retirement.
Plancorp LLC, a partly owned subsidiary of Prumentum Group, was founded in 1983 as a fee-only financial planning firm in St. Louis, MO. Plancorp is an SEC-registered investment advisor with more than $4 billion in AUM. Plancorp provides financial planning and asset management services to individuals, families, corporations, and institutions.
Plancorp was one of the nation’s first registered investment advisors to become certified by the Center for Fiduciary Excellence in 2007. Through independent audits, the firm has earned this certification every year since.