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Austin Eliah Lewis

Plancorp, LLC

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About Austin Eliah Lewis

Austin Eliah Lewis is a financial advisor registered with Plancorp, LLC. Austin has been with Plancorp, LLC since May 2015 and has been in the industry since August 2012. Austin is a Certified Financial Planner (CFP) and holds Series 65 licenses in Missouri and Texas. Austin specializes in providing financial planning services to individuals, families, and businesses. Austin also specializes in providing investment management services to individuals, families, and businesses, including portfolio management for businesses and portfolio management for individuals. Austin has been recognized for his expertise in financial planning and investment management, and has been featured in several publications. Austin is a graduate of the University of Missouri.

Firm Information

Austin Lewis is currently registered with Plancorp, LLC. Plancorp, LLC is a Registered Investment Adviser headquartered in SAINT LOUIS, MO, United States. They have 47 investment advisory professionals and manage approximately $6.48 Billion in assets for clients. Plancorp, LLC provides financial planning, pension consulting, and portfolio management services for individuals, businesses, charitable organizations, and pension and profit-sharing plans.
Plancorp, LLC

540 MARYVILLE CENTRE DRIVE

SAINT LOUIS, MO 63141-5829

$6.48B

Assets Under Management

36

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Lewis’s Registration & Firm History

MO

06/26/2018 - Present

Plancorp, LLC (SAINT LOUIS MO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Eliah Lewis.
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