Core Wealth Partners

Core Wealth Partners at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 5 advisors are listed here; 1 of 5 hold the CFP.
• Its Form ADV reports 5 employees and 380 individual clients, 83 of them high net worth.
• Its average account is about $468,000 (assets it manages divided by its 840 accounts).

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

Facts

Core Wealth Partners fees

Core Wealth Partners 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 (5)

• Adam Wiatrak

• Alfred Slayton

• Gerard Gloisten

• Michael Hall

  CFP · ChFC

• Nathaniel Holden