RIA Intel›Advisers›Missouri›B & B FINANCIAL PLANNING CO., INC.

B & B FINANCIAL PLANNING CO., INC.

Advisory

O'FALLON, MO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MO

#272

of 342 advisers by AUM

Average account

$770K

across 121 accounts

AUM per adviser

$31M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$93M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$93M

Discretionary AUM$93M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients121

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

121 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

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DAVIS, TERRANCE P

$91M

ITI FINANCIAL MANAGEMENT, L.L.C.

SPRINGFIELD, MO

$96M

STEVE ROBBINS, INC.

$90M

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