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Kelsey Abbott

Plancorp, LLC

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About Kelsey Abbott

Kelsey Abbott is a financial advisor at Plancorp, LLC. Kelsey is registered with the state of Missouri as an Investment Advisor Representative. Kelsey has been with Plancorp, LLC since January 2020. Prior to that, Kelsey worked at Enterprise Bank and Trust and Commerce Trust Company. Kelsey has a Certified Financial Planner designation. Kelsey specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Kelsey Abbott 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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Kelsey Abbott’s Registration & Firm History

MO

03/07/2023 - 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 Kelsey Abbott.
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