Cory Falade
WealthMore · Philadelphia, Pennsylvania
Cory Falade is a fee-only financial advisor at WealthMore in Philadelphia, Pennsylvania. Cory charges an ongoing planning fee (ongoing planning from $499 a year).
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Facts
| Firm | WealthMore |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $499 a year |
| Accepting new clients | Not currently |
| Assets under management | $100K across 89 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 7567080 |
| Exams passed | Series 65 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.joinwealthmore.com |
How Cory's firm compares
- Ongoing planning starts at $499 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
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Questions about Cory
Is Cory Falade a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and WealthMore reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory charges an ongoing planning fee.
How much does Cory charge?
According to WealthMore's website, checked October 30, 2026: ongoing planning from $499 a year.
Where is Cory Falade based?
Cory Falade is based in Philadelphia, Pennsylvania.
Is Cory Falade registered with the SEC?
Yes. Cory Falade is registered as an investment adviser representative in PA and TX (CRD 7567080), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthMore manage?
WealthMore reports $100K across 89 accounts in assets under management.
How do I contact Cory Falade?
Through Cory's website, www.joinwealthmore.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WealthMore website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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