PlannerFees

Core Capital Management, LLC fees and pricing

Financial planner in Huntington Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 17, 2026, Core Capital Management, LLC charges $400 an hour and a flat or project fee of $5,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“We charge either an hourly fee basis of $400 per hour or a fixed rate that typically ranges from $5,000 to $10,000 for services.”
Flat or project fee
$5,000⁠-⁠$10,000

From the same sentence as above.

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

How Core Capital Management, LLC bills

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

  • “Our investment management fees are generally not negotiable; our financial planning fees may be negotiable depending upon the scope of work and requirements.”
  • “Fees are generally charged on an annual percentage of assets under management, billed quarterly in arrears.”
  • “Fees are typically payable in arrears with quarterly installments due at the end of each quarter based on the net market value of the client’s account at the close of the market on the date the fee accrues and becomes payable.”

How Core Capital Management, LLC’s fees compare

  • Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
  • 5 of the 6 other planners in Huntington Beach that publish an hourly rate charge less.
  • Its flat or project fee of $5,000-$10,000 is above the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
  • 3 of the 4 other planners in Huntington Beach that publish a flat or project fee charge less.

About Core Capital Management, LLC

“Description of the types of advisory services we offer CCM offers fee-based discretionary investment management, wealth management, financial planning/investment consulting.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Clients
26
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$12,510,490
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
143501
Website
core-capital.net (opens in new tab)
Phone
(877) 316-1113

Other planners in Huntington Beach that publish fees

Compare all 14 planners in Huntington Beach

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.