Core Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Core Partners provides financial planning, investment management, retirement‑plan consulting, and business consulting to individuals (including high‑net‑worth clients), small businesses, foundations, and pension and profit‑sharing plans. The firm manages assets on both a discretionary and non‑discretionary basis—reporting roughly $43.6 million discretionary and $1.54 million non‑discretionary as of December 31, 2025—and typically charges asset‑based advisory fees for ongoing management.
The firm implements advice primarily by selecting third‑party institutional managers through an institutional advisor platform and recommending diversified, asset‑class allocations using no‑load or low‑cost funds and model portfolios informed by efficient‑market and behavioral‑finance research. Clients undergo an initial discovery and risk‑profile process, receive a written financial plan if engaged for planning, and have portfolios reviewed at least quarterly with the option of wrap‑fee manager programs or direct billing.
A noteworthy distinction is that Core Partners is a registered insurance agency and its advisory representatives are licensed insurance agents who may recommend commission‑paying insurance products for risk‑management or estate‑planning purposes; the brochure discloses this as a potential conflict of interest. The firm also does not vote client proxies or forward proxy materials and explicitly acknowledges a fiduciary role to plan sponsors under ERISA Section 3(21) while not acting as a Section 3(38) discretionary fiduciary for ERISA plan assets.
Client services
Expertise
Occupation focus
Fee options
Flat fees for projects typically ranging from $500 up to $10,000
$0 - $100,000: 1.50% $100,001 - $250,000: 1.45% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.30% $750,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.20% $1,500,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 1.10% $5,000,001+: 1.00%
Up to $400 per hour
Fee-only: Hourly rate up to $400/hour; Flat fees for projects ranging from $500 to $10,000
Main office
Austin TX
Advisors at this office
3
Most active in
Florida · Kansas · Ohio · Oklahoma · Texas
Also doing business as
Cavalry Financial Services Co. LLC · Core Investment Group, LLC · Core Partners · Monarch Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Tristen C
Series 63, Series 65
Austin, TX
Core Partners
Tristen Cleve is a financial advisor at Core Partners in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior roles include positions at SagePoint Financial and Intelligent Capital Reserve Group, LLC, where he is also an owner and consultant providing insurance products and consulting services to homeowners associations and condominiums. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm emphasizes diversified portfolios using third-party institutional managers and model allocations accessed through Charles Schwab’s platform, with regular account reviews and a documented fiduciary role.
Richard G
Series 63, Series 65
Austin, TX
Core Partners
Richard Girard is a financial advisor with Core Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Core Investment Group, LLC since 2014 and at SagePoint Financial from 2015 to 2019. In addition to his advisory role, he is appointed with outside carriers for brokering life and health insurance products. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm employs third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.
Lawrence D
Series 63, Series 65
Austin, TX
Core Partners
Lawrence Dove is a financial advisor at Core Partners in Austin, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Core Investment Group and SagePoint Financial. In addition to his advisory role, he is appointed as an insurance broker for life and health insurance products. Core Partners serves individuals, foundations, small businesses, and pension and profit-sharing plans by offering financial planning, portfolio management, retirement plan advisory, and business consulting. The firm primarily uses third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.
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