Plancorp, LLC
Chad Frazier has over two decades of experience in the wealth management industry, currently serving as a CERTIFIED FINANCIAL PLANNER™ at Plancorp Wealth Management since July 2002. In addition to this role, Chad has held positions such as Chief Compliance Officer and Director of Compliance at the same company, contributing to a strong fiduciary commitment and adherence to regulatory standards. Prior to Plancorp, Chad worked as an Auditor at Deloitte from 2000 to 2002. Chad holds a Bachelor of Arts degree in Accounting from Spring Hill College, earned in 1998.
Plancorp, LLC
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.