Coretegic Capital, LLC fees and pricing
Financial planner in Arlington, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, Coretegic Capital, LLC charges $400 an hour, a flat or project fee of $500, a monthly fee of $375-$550, and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our hourly rate is $400.”
- Flat or project fee
- $500
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $375-$550 per month based on complexity, with a minimum annual fee of $5,000 for individuals, and $6,500 for families.”
- Monthly fee
- $375-$550/mo
From the same sentence as above.
- Annual fee
- $5,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Coretegic Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written 7 notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Coretegic Capital, LLC’s fees compare
- Its hourly rate of $400 is above the Virginia median of $260. 83% of the 203 other Virginia planners that publish an hourly rate charge less.
- 14 of the 16 other planners in Arlington that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Virginia median of $4,250. 3% of the 168 other Virginia planners that publish a flat or project fee charge less.
- None of the 9 other planners in Arlington that publish a flat or project fee charge less.
- Its annual fee of $5,000 is below the Virginia median of $6,350. 33% of the 55 other Virginia planners that publish an annual fee charge less.
- 1 of the 6 other planners in Arlington that publish an annual fee charge less.
About Coretegic Capital, LLC
- Principal: Anthony Reynolds
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
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
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 23
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $16,125,290
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291343
- Phone
- (703) 261-9449
Other planners in Arlington that publish fees
- Arlington Wealth Planning, LLCArlington$289/hr, $6,128-$10,128
- Astra Investment AdvisersArlington$100/hr
- Braswell Capital, LLCArlington$30-$50/hr
- Clarity Financial PlanningArlington$500, $4,000-$20,000/yr
- Cope ConnellyArlington$99-$25,000
- Glover Park Wealth Management, LLCArlington$300/hr, $2,500-$5,000
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.