BR
CFP
BR
CFP

Brian Patrick Riggs

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
1,579 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$7.3B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4.0M - $6.0M0.60%
$6.0M - $10.0M0.50%
$10.0M - $25.0M0.45%
$25.0M - $45.0M0.40%
$45.0M - $75.0M0.35%
$75M+0.30%

Fees are negotiable and may be waived in whole or in part in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$12,000
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Location

100 South Brentwood Blvd., St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Plancorp, LLC
October 2025 - Present · 4 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
October 2024 - October 2025 · 1 yr
The Colony Group, LLC
July 2024 - October 2024 · 3 mos
Buckingham Strategic Wealth, LLC
March 2021 - July 2024 · 3 yrs 4 mos
Calton & Associates, INC.
September 2017 - February 2021 · 3 yrs 5 mos
Calton & Associates, INC.Broker
March 2017 - February 2021 · 3 yrs 11 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.