Cora Capital Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$7,500

“However, for Clients with less than $2,000,000 in assets under management or for Clients seeking standalone financial planning services, CCA may offer financial planning services for a fixed project-based fee ranging from $1,500 to $7,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cora Capital Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly, in advance of each month, pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Cora Capital Advisors’ fees compare

• Its flat or project fee of $1,500-$7,500 spans the New Jersey median of $5,000. 46% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Cora Capital Advisors

• Firm size: 13 employees.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.15% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

752

Employees

13

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$722,898,670

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318134

Website

coracap.com (opens in new tab)

Phone

(856) 513-8600

Can advise clients in 14 states: California, Colorado, Delaware, Florida, Illinois, Maryland, North Carolina, Nebraska, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Marlton that publish fees

• M Financial Planning Services, IncMarlton$200⁠-⁠$300/hr, $1,500⁠-⁠$6,000
• Sound Wealth LLCMarlton$350/hr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr

Compare all 9 planners in Marlton