About CORE ADVISORY GROUP
CORE ADVISORY GROUP is a premier financial advisory firm that specializes in providing comprehensive financial planning and wealth management services to individuals, families, and small business owners. The firm is dedicated to helping clients achieve their financial goals and objectives through personalized advice and guidance.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and wealth management services.
- Offers personalized advice and guidance to help clients achieve their financial goals and objectives.
- Specializes in working with individuals, families, and small business owners.
- Dedicated to providing excellent customer service and building long-term relationships with clients.
Facts and Insights
CORE ADVISORY GROUP has been in business for over 10 years, during which they have established a strong reputation for providing high-quality financial advice and services to clients. The firm is committed to staying up-to-date with the latest industry trends and developments, and utilizes cutting-edge technology and resources to ensure that clients receive the best possible advice and guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2008 | $100 million | 5 |
| 2013 | $200 million | 8 |
| 2018 | $350 million | 10 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
- Individuals
- Families
- Small business owners
Fees & Compensation
CORE ADVISORY GROUP is a fee-based advisory firm, which means that they charge a percentage of the client’s assets under management as their fee. This fee structure ensures that the firm’s interests are aligned with those of their clients, as their compensation is directly tied to the performance of the client’s investments.
Background
The advisors at CORE ADVISORY GROUP have a combined experience of over 30 years in the financial services industry. They hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which demonstrate their expertise and commitment to providing high-quality financial advice and services to clients.
Financial Advisor Disclosures to Know
CORE ADVISORY GROUP is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm has a fiduciary duty to act in the best interests of their clients. This means that they are legally obligated to make recommendations that are in the best interests of their clients, rather than their own financial interests.
Additionally, the advisors at CORE ADVISORY GROUP have a clean regulatory record, with no disciplinary actions taken against them by any regulatory body.