UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

SEC file number 801-68480 · ST. LOUIS, MO

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$120M

Discretionary AUM

$120M

Employees

—

Clients

400

Firm

Address: 7751 CARONDELET AVE., SUITE 708
ST. LOUIS, MO 63105
Phone: —
Website: —
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 28, 2026

Possible Form D name matches (not verified)

Coronation Universal Fund - Coronation Global Emerging Markets Equity Fund Low name-match confidence · CIK 1569349 · L2
FOCUS UNIVERSAL INC. Low name-match confidence · CIK 1590418 · CA
HITMAN MUSIC UNIVERSAL INC Low name-match confidence · CIK 2090719 · FL
Universal Graphene Products, Inc. Low name-match confidence · CIK 2150321 · OR
Universal Invest S.A. Low name-match confidence · CIK 1756740 · N4
Universal Note Fund, LLC Low name-match confidence · CIK 1849179 · FL
UNIVERSAL SAFETY PRODUCTS, INC. Low name-match confidence · CIK 102109 · MD
UNIVERSAL SYSTEMS INC Low name-match confidence · CIK 1286768
UNIVERSAL TRANSIT CORP. Low name-match confidence · CIK 2013613

Universal Invest S.A. · D/A · Oct 7, 2026
Universal Graphene Products, Inc. · D/A · Aug 31, 2026

$1.2M
Universal Graphene Products, Inc. · D · Aug 21, 2026

$1.2M
FOCUS UNIVERSAL INC. · D · Apr 22, 2026

$4M
Universal Note Fund, LLC · D/A · Jan 23, 2026
Coronation Universal Fund - Coronation Global Emerging Markets Equity Fund · D/A · Jan 9, 2026
FOCUS UNIVERSAL INC. · D · Nov 7, 2025

$7M
FOCUS UNIVERSAL INC. · D · Nov 7, 2025

$3M
HITMAN MUSIC UNIVERSAL INC · D · Oct 15, 2025

$50M
HITMAN MUSIC UNIVERSAL INC · D/A · Oct 14, 2025

$50M
HITMAN MUSIC UNIVERSAL INC · D/A · Oct 10, 2025

$50M
HITMAN MUSIC UNIVERSAL INC · D · Oct 9, 2025

$50M
Universal Invest S.A. · D/A · Oct 7, 2025
UNIVERSAL SAFETY PRODUCTS, INC. · D · Aug 15, 2025

$2.5M
Universal Note Fund, LLC · D/A · Jan 24, 2025

$30M
Coronation Universal Fund - Coronation Global Emerging Markets Equity Fund · D/A · Jan 10, 2025