Core Capital Management and Research

Core Capital Management and Research at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 3 advisors are listed here.
• Its Form ADV reports 4 employees and 244 individual clients, 165 of them high net worth.
• Its average account is about $1.1 million (assets it manages divided by its 269 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Core Capital Management and Research fees

Core Capital Management and Research doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Gregory Hadley

• John Barry

• Louis Pelz

Other fee-only firms in Houston

• Cove Wealth Management
• Decision Tree Advisor
• Edgar Investment Management
• Endeavor Advisors
• Epiphany Wealth Management
• FCA
• Financial Synergies Wealth Advisors
• FOCUS Wealth Advisors

Fee-only advisors in Texas