Contact Information
Detailed Information
71/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Wealth management +6Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Peter Lazaroff, CFA, CFP, is Chief Investment Officer at Plancorp, a fee-only wealth management firm in St. Louis. He chairs the firm’s investment committee and oversees how Plancorp builds and communicates investment strategy for clients. He joined in 2015, became a shareholder in 2017, and stepped into the CIO role in 2020. Lazaroff writes and speaks widely on evidence-based investing, hosts a long-running investing podcast, and is the author of a book on simplifying money decisions. Investopedia has ranked him among its top U.S. advisors in recent years. Plancorp is a fee-only fiduciary, paid only by clients, which keeps its investment advice independent of product sales. He holds both the CFA charter and CFP certification.
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Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner, CFA - Chartered Financial Analyst
Fee Structure / Compensation Method
Fee-Only