Austin
Lewis

Plancorp, LLC

CRD#6366418
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Austin Lewis is a financial advisor based in Saint Louis, Missouri, working with Plancorp, LLC. Austin has previously held positions at Plancorp, LLC and the University Of Missouri. Austin is registered to provide services in Missouri and Texas. Currently, Austin is part of Plancorp, LLC, which operates out of Saint Louis, Missouri. The firm has 4 offices and 81 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Plancorp, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

540 Maryville Centre Drive Suite 105
Saint Louis, MO 63141-5829

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Plancorp, LLC Brokerage Details

Total Assets Under Management

$6,479,677,393

MO Average: $11,469,110,461
Total Number of Employees

81

MO Average: 458
Total Number of Accounts

6,627

MO Average: 33,415
Average Account Size

$977,769

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Austin Lewis Work History

2015 - Present (10 years)

Plancorp, LLC

2012 - 2015 (3 years)

University Of Missouri

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Austin Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Plancorp, LLC

Mary Crawley
Saint Louis, MO
Charles Dambach
Saint Louis, MO
Brian Watson
Saint Louis, MO
Desiree Kaul
Satellite Beach, FL
Kelsey Abbott
Saint Louis, MO
Rebecca Bone
Saint Louis, MO
John Kiely
Saint Louis, MO
Derek Jess
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started