A complete list of active advisors currently associated with Core Planning

Warmer can help you find a great advisor at Core Planning or one who fits your needs even better.

Core Planning provides fee-only financial planning, ongoing wealth management, and portfolio management primarily for individual and high-net-worth clients, and also delivers ERISA 3(21) retirement-plan advisory services for qualified plans. Services are offered as one-time, hourly, fixed-fee, or ongoing engagements and include both discretionary and non-discretionary account management. The firm evaluates client objectives, risk tolerance, and time horizons to tailor investment strategies and conducts annual or as-needed reviews that include asset allocation oversight, rebalancing, and tax-loss harvesting considerations. In managing accounts, advisors use third-party model portfolios via Altruist’s Model Marketplace and may employ Schwab’s iRebal rule-based platform to help maintain target allocations, while remaining responsible for suitability decisions. Noteworthy aspects include recent SEC registration (December 2024) while managing roughly $525 million, the explicit use of model marketplace tools and automated rebalancing, and a disclosed practice where some advisors hold insurance licenses and may receive external commissions for insurance product sales. The firm also discloses that certain hard-to-value or excluded assets are not included in ERISA plan fee calculations and does not sponsor wrap-fee programs.

To learn more about the advisors currently working at Core Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.