Core Financial Advisors fees and pricing
Financial planner in San Bernardino, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 12, 2026, Core Financial Advisors charges $250 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly fee is $250.”
- Flat or project fee
- $2,500
“Our maximum flat fee is $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Core Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s fees are billed quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “Our firm’s fees are billed quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “Our firm’s fees are billed quarterly in advance based on the value of your account on the last 7|P a g e day of the previous quarter.”
How Core Financial Advisors’ fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
About Core Financial Advisors
“We Offer. (i) Comprehensive Portfolio Management: Our Comprehensive Portfolio Management service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Firm size: 5 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- 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
- 1.5% a year
- Clients
- 249
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $178,523,341
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168839
- Phone
- (909) 382-4545
Can advise clients in 6 states: Arizona, California, Colorado, Louisiana, Texas, Utah
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.