Procore Advisors, LLC fees and pricing
Financial planner in Newport Beach, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 30, 2026, Procore Advisors, LLC charges $150-$450 an hour and a flat or project fee of $1,200-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$450/hr
“The negotiated hourly fee for these services is between $150 and $450.”
- Flat or project fee
- $1,200-$15,000
“The negotiated fixed rate for creating client financial plans is between $1,200 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Procore Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, and the final fee schedule is included as part of the Investment Advisory Agreement.”
- “Clients may terminate the agreement without penalty for a full refund of PCA’s fees within five business days of signing the Investment Advisory Agreement.”
- “Quickvest and PCA’s advisory fees are computed monthly and paid in monthly installments by default in arrears (prior 9 PCA Form ADV Part 2A Classification Approved Outside Entities billing period).”
How Procore Advisors, LLC’s fees compare
- Its hourly rate of $150-$450 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 6 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
- Its flat or project fee of $1,200-$15,000 spans the California median of $5,000. 75% of the 796 other California planners that publish a flat or project fee charge less.
- 16 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
About Procore Advisors, LLC
“We work with individuals, high net worth individuals, trusts, estates, businesses, and retirement plans (each referred to as a “Client”).”
- Firm size: 3 employees.
- Founded: 2017 (9 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
- 2% a year
- Clients
- 224
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $143,665,154
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289037
- Phone
- (949) 339-2990
Can advise clients in 3 states: California, Oregon, Texas
Other planners in Newport Beach that publish fees
- Banta Asset Management LPNewport Beach$350/hr
- Bridge Capital Consulting, LLCNewport Beach$250/hr, $250-$12,000
- Campbell Advisory Services, LLCNewport Beach$150-$300/hr, $1,500-$5,000
- Centriplan, LLCNewport Beach$250-$300/hr, $1,000-$5,000
- Crystal Cove Asset ManagementNewport Beach$1,500-$10,000
- Hall Financial WellnessNewport Beach$500-$5,000, $1,500-$10,000/yr
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.