Firm
Core Wealth Management
Oklahoma City, Oklahoma
Fee-only
Core Wealth Management at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 103 individual clients, 20 of them high net worth.
- Its average account is about $192,000 (assets it manages divided by its 196 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Website | coregroupwealth.com |
| Phone | (405) 720-1244 |
Core Wealth Management fees
Core Wealth Management 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $38 million |
| Individual clients | 83 |
| High-net-worth clients | 20 |
| Accounts managed | 196 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 158457 |