Core Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CORE Wealth Advisors is an independent wealth management firm that provides discretionary separate-account portfolio management and non-discretionary financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and other business entities; the brochure reports approximately $143.8 million in discretionary assets for about 149 clients. The firm offers two distinct models—CORE Accumulation (growth-oriented) and CORE Preservation (fixed-income focused)—and provides financial planning on an hourly basis as part of its service set.
The firm’s investment process centers on Modern Portfolio Theory for strategic asset allocation, supplemented by tactical asset allocation on a limited portion of portfolios, and emphasizes low-cost ETFs, mutual funds and individual fixed income to pursue tax and cost efficiency. Accounts are typically managed on a discretionary basis with regular reviews, and the firm discloses it generally holds securities for more than 12 months for tax reasons but may trade more quickly when tactical indicators warrant.
Several operational and business features are noteworthy: both principals maintain Indiana insurance licenses and may recommend and sell commission-based insurance products developed through the financial planning process (the brochure notes such commissions currently account for under 1% of revenue and are disclosed when applicable), and the firm discloses it may be authorized to disburse assets from client accounts. The brochure also describes a two-advisor, boutique structure that emphasizes ongoing client relationships and the use of AI tools for tasks such as email drafting and call notetaking—practices prospective clients may want to review in the firm’s disclosures.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually (0.25% per quarter) under CORE Accumulation Advisory Fee $1,000,001 - $1,500,000: 0.95% annually (0.2375% per quarter) under CORE Accumulation Advisory Fee $1,500,001 - $2,000,000: 0.85% annually (0.2125% per quarter) under CORE Accumulation Advisory Fee $2,000,001 - $2,500,000: 0.80% annually (0.20% per quarter) under CORE Accumulation Advisory Fee $2,500,001 - $3,000,000: 0.75% annually (0.1875% per quarter) under CORE Accumulation Advisory Fee $3,000,001 - $5,000,000: 0.65% annually (0.1625% per quarter) under CORE Accumulation Advisory Fee $5,000,001+: Negotiable under CORE Accumulation Advisory Fee $0 - $1,000,000: 0.375% annually (0.09375% per quarter) under CORE Preservation Advisory Fee $1,000,001 - $3,000,000: 0.25% annually (0.0625% per quarter) under CORE Preservation Advisory Fee $3,000,001+: Negotiable under CORE Preservation Advisory Fee
Insurance products recommended may be sold in exchange for commission; commission received instead of advisory or financial planning fee if insurance product sold
$300 per hour for financial planning services
Minimum fee: $500.00 annual minimum advisory fee for both CORE Accumulation and CORE Preservation advisory services Fee-only: Hourly financial planning fee at $300 per hour with a $300 retainer
Main office
150 W Market St, Suite 712
Indianapolis IN 46204
Advisors at this office
3
Most active in
Florida · Indiana
Also doing business as
Core Wealth Advisors · Core Wealth Advisors, LLC
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.
Advisors at this firm
Thomas F
Indianapolis, IN
Core Wealth Advisors
Thomas Farrer is a financial advisor at Core Wealth Advisors with six years of industry experience. He previously worked at An Exceptional Life Financial, LLC and the Indiana Public Retirement System, and took a year for full-time education. He is also the founder of Summit Wealth Solutions, LLC, a tax preparation business serving existing clients on a seasonal basis. Core Wealth Advisors is an independent wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based investment approach with a focus on low-cost ETFs, mutual funds, and individual fixed income, managing approximately $143.8 million in discretionary assets.
Bradley G
Series 63, Series 66
Indianapolis, IN
Core Wealth Advisors
Bradley Good is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with CORE Wealth Advisors since 2011, contributing to the firm’s advisory services over the past 15 years. CORE Wealth Advisors provides investment management and financial planning to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm uses a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical adjustments, and offers both growth-oriented and fixed-income model programs.
Joby N
Series 63, Series 66
Indianapolis, IN
Core Wealth Advisors
Joby Norris is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with CORE Wealth Advisors since 2011. CORE Wealth Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm employs a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical overlays, and offers discretionary portfolio management alongside non-discretionary financial planning and retirement guidance.
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