Firm
ProCore Advisors
Newport Beach, California
Fee-only
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | procoreadvisors.com |
| [email protected] | |
| Phone | (949) 339-2990 |
ProCore Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 0.75% to 1.25% a year |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Budget Creation $500" source
"Private Advisory $2M or More 0.75% Annual Advisory Fee" source
"Foundational Under $500,000 1.25% Annual Advisory Fee" source
"Comprehensive $500,000 – $2M 1.00% Annual Advisory Fee" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $144 million |
| Individual clients | 194 |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 289037 |