Keythe Ward-Aguilar
ProCore Advisors · Newport Beach, California
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.
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Specialties
Who they serve
- Multi-generational families
- Divorced individuals
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 |
| Assets under management | $143.7M across 467 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2571048 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | procoreadvisors.com |
| Profile |
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Questions about Keythe
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.
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
- ProCore Advisors 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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