Mark Aguilar
ProCore Advisors · Newport Beach, California
Mark Aguilar is a fee-only financial advisor at ProCore Advisors in Newport Beach, California, who holds the CFP credential. Mark 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 5184549 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | procoreadvisors.com |
| Profile |
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Questions about Mark
Is Mark Aguilar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark charges a percentage of assets and a one-time planning fee.
How much does Mark 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 Mark Aguilar based?
Mark Aguilar is based in Newport Beach, California.
What does Mark specialize in?
Mark's specialties include retirement planning, family wealth transfer, divorce financial planning and small business owners. Mark works with multi-generational families and divorced individuals.
What credentials does Mark Aguilar hold?
Mark Aguilar holds the CFP credential.
Is Mark Aguilar registered with the SEC?
Yes. Mark Aguilar is registered as an investment adviser representative in CA (CRD 5184549), 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 Mark Aguilar?
Through Mark'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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