# Keythe Ward-Aguilar

> Keythe Ward-Aguilar is a fee-only financial advisor at ProCore Advisors in Newport Beach, California, who holds the CFP credential. Keythe charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 0.75%–1.25% a year of assets managed) and focuses on retirement planning, family wealth transfer and divorce financial planning.

Page: https://find.wellspent.co/advisors/keythe-ward-aguilar/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ProCore Advisors
- **Based in:** Newport Beach, California
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; 0.75%–1.25% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $143.7M across 467 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer, Divorce financial planning, Small business owners
- **Works with:** Multi-generational families, Divorced individuals
- **CRD:** 2571048 (https://adviserinfo.sec.gov/individual/summary/2571048)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1996), Series 65 (1999)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://procoreadvisors.com

## Frequently asked questions

### Is Keythe Ward-Aguilar a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Keythe holds no broker registration, and ProCore Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Keythe charge for financial advice?

Keythe charges a percentage of assets and a one-time planning fee.

### How much does Keythe charge?

According to ProCore Advisors's website, checked October 30, 2026: one-time plans from $500; 0.75%–1.25% a year of assets managed.

### Where is Keythe Ward-Aguilar based?

Keythe Ward-Aguilar is based in Newport Beach, California.

### What does Keythe specialize in?

Keythe's specialties include retirement planning, family wealth transfer, divorce financial planning and small business owners. Keythe works with multi-generational families and divorced individuals.

### What credentials does Keythe Ward-Aguilar hold?

Keythe Ward-Aguilar holds the CFP credential.

### Is Keythe Ward-Aguilar registered with the SEC?

Yes. Keythe Ward-Aguilar is registered as an investment adviser representative in CA (CRD 2571048), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ProCore Advisors manage?

ProCore Advisors reports $143.7M across 467 accounts in assets under management.

### How do I contact Keythe Ward-Aguilar?

Through Keythe's website, procoreadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2571048): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.procoreadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.