Core Wealth Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Core Wealth Consultants serves individual and high-net-worth clients through discretionary portfolio management and a structured financial planning framework called PlanAssist®. Portfolios are built from stocks, mutual funds, ETFs, real estate, resources, bonds and cash, and clients receive year‑round access plus periodic and annual reviews.
The firm’s PlanAssist® approach organizes advice around three priorities — Liquidity, Safety, and Growth — and coordinates custodial relationships, financial planning, risk assessment, performance reporting, and continuous planning support. Investment decisions draw on fundamental, technical, and cyclical analysis, with accounts managed and reallocated on a discretionary basis and quarterly reviews; the firm also offers an optional AI-assisted engagement tool (PlanAssist Chat) to help prepare planning conversations.
Distinctive elements include a firm principal’s licensure as an insurance agent (less than 10% of his time is spent on that activity) and the firm’s disclosure of offering insurance products alongside advisory services, a relationship the brochure describes as mitigated through disclosures and fiduciary procedures. The brochure also notes coordination with tax associates, the firm’s origin as a rental‑property holding company, and the use of an AI engagement tool — features that are less common among peers with similar assets under management.
Client services
Expertise
Fee options
0.60% annually
Account minimum: $25,000 Minimum fee: Minimum quarterly charge of $100
Main office
Winter Garden FL
Advisors at this office
1
Most active in
Florida · Indiana · Michigan
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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