CoreTegic Capital Wealth Management

CoreTegic Capital Wealth Management at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 23 individual clients, 15 of them high net worth.
• Its average account is about $375,000 (assets it manages divided by its 43 accounts).

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

Facts

CoreTegic Capital Wealth Management fees

CoreTegic Capital 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

Advisors at this firm (1)

• Anthony Reynolds

  CFP · ChFC · MBA