CorePath Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CorePath Wealth Partners provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, businesses and retirement plans. The firm offers ongoing portfolio management, standalone or ongoing financial planning, and retirement‑plan advisory services that can include participant education and IPS monitoring.
CorePath constructs customized portfolios using ETFs, mutual funds, individual equities and fixed income, and may use options, private funds or unaffiliated independent managers where appropriate. The firm combines continuous client contact and periodic portfolio reviews with technology and third‑party platforms (including Fidelity and a Wealth.com estate‑planning integration) to implement and monitor strategies.
Distinctive elements in the brochure include iStartFirst Financial, a subscription platform aimed at women that provides 52 weeks of educational content, monthly in‑person and virtual meetups, coaching and an optional “Private Wealth Relationship” with CorePath for one‑on‑one advisory service. The ADV also discloses an institutional relationship and launch support from Fidelity and that the firm may recommend certain private funds in which an owner has a minor interest, which the firm describes and discloses as a potential conflict of interest.
Client services
Expertise
Demographic focus
Fee options
Financial planning fixed project fees typically range from $2,500 to $5,000; estate planning $750-$1,500
$0+: 0.25% annually +: up to 1.50% annually
Insurance commissions earned by affiliated insurance entities, separate from advisory fees
Financial planning hourly rate $250-$500 per hour
iStartFirst Financial subscription-based service billed monthly in advance; annual fee with discount available
Fee-only: Financial planning fees hourly $250-$500/hour; fixed fees $2,500-$5,000; ongoing retainer $1,800-$36,000 annually billed monthly; estate planning $750-$1,500
Main office
See office7114 E. Stetson Drive, Suite #205
Scottsdale AZ 85251
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Illinois · Nebraska · Nevada · Oregon · Texas · Wisconsin
Also doing business as
Corepath Wealth Management LLC · Corepath Wealth Partners 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.
Quick links
Advisors at this firm
Mark B
Series 66
Scottsdale, AZ
CorePath Wealth Partners LLC
Mark Bonnett is a financial advisor with CorePath Wealth Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Securian Financial Services, Inc., C.R.I. Securities, Inc., and Black Gould. Outside of advisory work, he serves as adjunct faculty at Midwestern University College of Veterinary Medicine and holds nonprofit board and committee positions with Make-A-Wish Arizona and GAMA International. CorePath Wealth Partners provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers customized portfolios utilizing ETFs, mutual funds, equities, fixed income, and selectively uses options, private funds, and independent managers, combining ongoing client communication with technology platforms for portfolio monitoring.
Tina M
CFP®, Series 63
Scottsdale, AZ
CorePath Wealth Partners LLC
Tina Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at CorePath Wealth Partners LLC. Her prior experience includes roles at Stratos Wealth Partners, Sentinel Advisory Group, and Custer Financial Services. Outside of her advisory work, she is involved in pet sitting and dog walking through Rover. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs a fiduciary approach combining in-house portfolio construction and third-party platforms, emphasizing ongoing personal contact and structured educational programs such as its iStartFirst Financial subscription platform for women.
Jacqueline B
CFP®, Series 66
Denver, CO
CorePath Wealth Partners LLC
Jacqueline Battista is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. She is currently with CorePath Wealth Partners LLC in Denver, CO, where she has worked since 2019, including a prior tenure at Ameriprise Financial Services. Outside of her advisory role, she is a licensed insurance professional. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans, offering discretionary investment management and financial planning services. The firm employs a fiduciary approach with in-house portfolio construction and third-party platform integration, emphasizing ongoing personal contact and structured educational programs, including a subscription platform focused on financial education for women.
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