Todd Schanel
Core Wealth Management · Jupiter, Florida
Todd Schanel is a fee-only financial advisor at Core Wealth Management in Jupiter, Florida, who holds the CFP and CFA credentials. Core Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Core Wealth Management |
|---|---|
| Based in | Jupiter, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $404.7M across 999 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL · CRD 4731679 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.core-wm.com |
| Profile |
How Todd's firm compares
- Core Wealth Management's average account is about $405,000, from its Form ADV (assets managed divided by 999 accounts).
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Questions about Todd
Is Todd Schanel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Core Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Core Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Todd Schanel based?
Todd Schanel is based in Jupiter, Florida.
What credentials does Todd Schanel hold?
Todd Schanel holds the CFP and CFA credentials.
Is Todd Schanel registered with the SEC?
Yes. Todd Schanel is registered as an investment adviser representative in FL (CRD 4731679), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Core Wealth Management manage?
Core Wealth Management reports $404.7M across 999 accounts in assets under management.
How do I contact Todd Schanel?
Through Todd's website, www.core-wm.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
- 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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