Core Fiduciary Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“However, should a client decide to engage our services, we may charge $250.00 per hour or a flat fee depending on the complexity of your financial situation for consultations.”

Flat or project fee

$350

“The minimum fee charged for a financial plan is $350.00 and paid up front upon execution of an advisory agreement.”

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

How Core Fiduciary Advisors bills

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

• “Financial Plan Flat Fee – Our fee is determined based on the complexity of the plan, the number of hours required to complete the plan based on a rate of $250.00 per hour and mutually agreed upon by Core Advisory and the client in advance.”
• “All fees are to be paid by check, cashier’s check or credit card.”
• “These fees are billed either monthly or quarterly as determined by the other advisors and disclosed in the client’s statements.”

How Core Fiduciary Advisors’ fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• 4 of the 9 other planners in Alexandria that publish an hourly rate charge less.
• Its flat or project fee of $350 is below the Virginia median of $4,250. 2% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 1 of the 14 other planners in Alexandria that publish a flat or project fee charge less.

About Core Fiduciary Advisors

• Principal: Joseph M. Bonaccorsy
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Insurance analysis

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

2% a year

Minimum

$350 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

135531

Website

corefidadv.com (opens in new tab)

Phone

(703) 224-8973

Other planners in Alexandria that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• American Executive Advisors, LLCAlexandria$250/hr, $500⁠-⁠$10,000
• Craftwork Capital LLCAlexandria$500⁠-⁠$8,000
• D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500⁠-⁠$2,250
• Fischer Wealth Advisors, LLCAlexandria$150/hr, $800
• FNJ 3, LLCAlexandria$350/hr

Compare all 24 planners in Alexandria