Core Wealth Management, Inc.

Core Wealth Management, Inc. at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its website says it's taking new clients.

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

Facts

Core Wealth Management, Inc. fees

Core Wealth Management, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, hourly, percentage of assets. 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.

Advisors at this firm (1)

• Douglas Marcello

  CFP