ProCore Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$131,722,927
Clients
224
Advisors
3
of 3 employees
About
ProCore Advisors provides investment advisory and planning services to individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans, delivering portfolio management, financial planning, and retirement plan consulting. The firm also operates an automated advisory platform called Quickvest and may recommend or oversee independent managers or sub‑advisors for portions of client portfolios.
Investment decisions are implemented under client‑specific Investment Policy Agreements and informed by a blend of analytical approaches, including fundamental, quantitative, technical, and modern portfolio theory, with allocations across mutual funds, ETFs, fixed income, real estate funds, private placements and other alternatives. The firm employs margin borrowing and options strategies in managed accounts (noting options are limited to covered options and secured puts) and uses third‑party technology and model management tools, including Altruist and outsourced TAMP support.
What is distinctive for a firm of its size is the combination of a retail‑facing automated offering for smaller accounts (Quickvest) alongside access to alternatives and privately placed investments, and an operational partnership with a turnkey/back‑office provider (ZOE) that has access to client accounts for trading and operational support. ProCore reports roughly $143.7 million in discretionary assets under management and discloses solicitor and platform arrangements and limited third‑party account access as part of its operational structure.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees between $1,200 and $15,000; Retirement Plan Advisory Services flat fees range from $750 to $10,000.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Investment Adviser Representatives licensed to sell insurance products may receive commissions from such sales.
Hourly financial planning fees between $150 and $450; Retirement Plan Advisory Services hourly fees up to $250.
Ongoing financial planning fees may be charged as quarterly retainer fees, billed quarterly in advance.
Fee-only: Financial Planning Fees: Fixed fees between $1,200 and $15,000; Hourly fees between $150 and $450; Quarterly ongoing fees/retainers negotiated, billed quarterly in advance.
Main office
23 Corporate Plaza Dr., Suite 150
Newport Beach CA 92660
Advisors at this office
3
Most active in
California · Oregon · Texas
Also doing business as
Hicok Financial Solutions, LLC · Procore 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 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.
Quick links
Advisors at this firm
Mark A
CFP®, Series 65
Newport Beach, CA
ProCore Advisors, LLC
Mark Aguilar is a financial advisor with ProCore Advisors, LLC, holding CFP® and Series 65 credentials and bringing two years of industry experience. He has worked at ProCore Advisors since 2023 and is also a part-time boat captain for City Cruises by Hornblower. ProCore Advisors provides investment advisory and planning services to individuals, trusts, estates, businesses, and retirement plans, combining fundamental, quantitative, technical, and modern portfolio theory approaches with access to alternatives and automated advisory solutions.
Bryan W
CFP®, Series 63, Series 65
Newport Beach, CA
ProCore Advisors, LLC
Bryan Ward is a CFP® professional with 16 years of industry experience, currently serving as an advisor at ProCore Advisors, LLC. His prior experience includes roles at Ward Aguilar Financial and Partnervest Advisory Services LLC. He is also active as a property and casualty insurance agent and holds a health insurance agent role on a limited basis. ProCore Advisors provides investment advisory and planning services to individuals, trusts, estates, businesses, and retirement plans, combining automated advisory platforms with access to alternatives and privately placed investments. The firm employs a range of analytical approaches and manages discretionary assets totaling approximately $143.7 million.
Keythe W
CFP®, Series 63, Series 65
Newport Beach, CA
ProCore Advisors, LLC
Keythe Ward Aguilar is a CFP® professional with 26 years of experience in the financial industry. He has been with ProCore Advisors, LLC since 2017 and previously worked for Partnervest Advisory Services LLC from 2009 to 2017. He holds Series 63 and Series 65 licenses and is involved part-time in non-variable insurance activities with various healthcare providers. ProCore Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm combines a retail-focused automated advisory platform with access to alternative investments and employs multiple analytical approaches to tailor client portfolios.
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