A complete list of active advisors currently associated with Core Wealth Advisors, Inc.

Warmer can help you find a great advisor at Core Wealth Advisors, Inc. or one who fits your needs even better.

CORE Wealth Advisors is a team-based registered investment adviser that provides financial planning, wealth management, tax planning and tax-preparation services to individuals, high-net-worth clients, corporations and charitable organizations. The firm reports discretionary management of approximately $702 million for several hundred client accounts and typically charges percentage-of-AUM fees for ongoing portfolio management while offering stand‑alone planning and negotiated tax engagements. The firm develops a Financial Profile and Investment Plan for each client and implements those plans on a discretionary basis, primarily using ETFs, mutual funds, individual bonds and limited individual equities; it may also recommend separate account managers when appropriate and evaluates managers on performance, style and risk characteristics. Custody and execution are generally handled through institutional platforms (including Fidelity and Schwab), and the firm describes policies for aggregated trades, best execution and periodic account reviews by an investment committee. What distinguishes the firm from many peers is the integration with accounting and tax capabilities: the brochure discloses an affiliated accounting entity owned by the firm’s principal and that some advisors split significant time between the advisory practice and tax/accounting work, allowing coordinated tax planning and preparation alongside investment management. The brochure also describes a formal trust referral arrangement with a private trust company that operates under a related trade name, where the firm may be engaged to manage the investable funds of client trusts.

To learn more about the advisors currently working at Core Wealth Advisors, Inc., 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.