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Free Initial Consultation

Co Planning Group, LLC services clients locally (face to face) in St. Louis, MO and services the national Cantonese & Mandarin speaking community regardless of location. Instead of a free consultation, you may also call/text me at 636-888-0861 and email me at jason.co@coplanninggroup.com.

Office Located at 2222 Clayville Court, Chesterfield, MO 63017

Contact Info

Services

How to Meet with me

Check my calendar to book my next available session to see if we are a good fit.

Advisory Services Offered Through Co Planning Group, LLC, a Missouri Registered Investment Advisory Firm

Co Planning Group, LLC is a registered investment adviser with the state of Missouri and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Ongoing Comprehensive Financial Planning consists of an ongoing fee of $5,000 per year and billed either monthly or quarterly. For Clients utilizing our Investment Management Services, up to $500,000 in assets will be managed without incurring a management fee. Investment Management Services are available for Clients participating in our Ongoing Comprehensive Financial Planning. Our standard annual fee is based on the market value of the assets under management and is calculated starting at 1% on the first million under management. The annual fee is paid in arrears on a quarterly basis.

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