Corington Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Corington Wealth provides advisory services to individuals and high‑net‑worth individuals, offering ongoing portfolio management alongside standalone financial planning. Financial planning services cover investment planning, tax and retirement planning, college and debt/credit planning, and life insurance review, and the firm may provide advice on publicly traded equities, ETFs, fixed income, annuities, commodities and cryptocurrency exposure when suitable.
The firm documents client objectives and risk tolerance in an Investment Policy Statement and typically seeks discretionary authority to implement investment decisions, with reviews at least annually. Its investment approach emphasizes fundamental analysis and long‑term trading but may include higher‑risk techniques such as margin and options strategies and the use of a range of securities to achieve diversification.
Compared with other firms without active SEC‑registered advisors, Corington is unusual in offering both fixed and hourly fee arrangements for financial planning while also providing individualized portfolio management. The firm does not act as a private fund adviser or select third‑party managers, is newly formed, reported no assets under management as of its filing, and its management person maintains outside advisory registration and CPA credentials.
Client services
Expertise
Fee options
Fixed fee for financial planning services between $2,500 and $5,000
$100,000 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$300 per hour for financial planning services
Account minimum: $100,000
Main office
Huntington Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
Corington Wealth · Corington Wealth 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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