Core Financial Advisors

Retirement Planning Firm in San Bernardino, CA

Firm Info
Address: 301 E Vanderbilt Way Suite 230, San Bernardino, CA 92408, USA
Phone: (888) 410-7900

Firm Size
Assets Under Management: $177.5 million
# of Advisors: 4
# of Clients: 504
Client to Advisor Ratio: 126:1
Average Account Size: $352,096
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

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Core Financial Advisors Overview

Core Financial Advisors is a fee-based registered investment advisory firm headquartered in San Bernardino, California. Since its launch in 2013, Core Financial Advisors has been providing financial planning, portfolio management, and pension consulting services to individuals and small businesses. As a broker-dealer representative and insurance broker/agent, Core Financial Advisors offers investment advice to clients who are looking to grow their wealth. At Core Financial Advisors, the fee arrangement is based on the services provided. With a focus on transparent fees, this firm ensures that its clients are aware of what they are paying for well in advance. This approach helps clients make confident and informed decisions about their finances. With a team of skilled professionals who boast vast experience, Core Financial Advisors helps its clients explore different investment options and guide them when it comes to their financial goals. For individuals and small businesses seeking portfolio management services, Core Financial Advisors comes in handy. The advisors at Core Financial Advisors leverage their expertise to help clients access diverse investment portfolios that match their financial needs. Additionally, Core Financial Advisors also provides pension consulting services, ensuring that clients' retirement plans are secure. Overall, Core Financial Advisors is a reliable firm for clients who want personalized financial planning advice that accommodates their long-term goals.

CORE FINANCIAL ADVISORS boasts a diverse client portfolio that includes individuals, high net worth individuals, and other corporate entities not specifically listed. The firm's broad range of expertise allows for them to tailor their services to meet the unique needs of each client. Their team of skilled financial advisors has extensive experience working with clients in a variety of industries, ensuring that even the most complex financial situations can be handled with ease. To accommodate different financial situations, CORE FINANCIAL ADVISORS offers a variety of fee structures for their services. Depending on the type of service provided, clients can choose from a percentage of assets under management (AUM), an hourly rate, fixed fees, or commissions. Choosing the best fee structure is an important part of the financial planning process, and CORE FINANCIAL ADVISORS is dedicated to working with their clients to find the best option for their needs. Whether it's a quick consultation or ongoing financial management, clients of CORE FINANCIAL ADVISORS can expect transparency, professionalism, and exceptional service.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Core Financial Advisors does not mention what their investment minimum is.

How This Office Can Help San Bernardino, CA Residents

Wealth Management Associates is dedicated to helping clients in Pleasanton, CA achieve their financial goals through personalized investment strategies. Whether someone is saving for retirement, planning for a child's education, or seeking advice on estate planning, Wealth Management Associates can provide guidance every step of the way. They have experience working with clients in various stages of life and with various financial needs. Pleasanton, CA is a city with a high cost of living and a competitive job market. Many residents may be facing financial challenges such as balancing a mortgage payment, student loans, and saving for retirement. Wealth Management Associates can help clients navigate these challenges by analyzing their current financial situation, creating realistic savings goals, and building investment portfolios tailored to their specific needs. Additionally, they offer resources and advice on tax planning, insurance, and retirement planning, all of which can be especially important for someone living in a high-cost area like Pleasanton.

To view the Minimum Investment and Fee Schedule for Core Financial Advisors, visit their Part 2 Brochure.

Services Offered by Core Financial Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Core Financial Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 301 E Vanderbilt Way Suite 230, San Bernardino, CA 92408, USA
Phone (888) 410-7900
Opening Hours
  • Mon 8 AM–4:30 PM
  • Tue 8 AM–4:30 PM
  • Wed 8 AM–4:30 PM
  • Thu 8 AM–4:30 PM
  • Fri 8 AM–1 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Core Financial Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Louisiana
  • Texas
  • Utah

Disciplinary History

Core Financial Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs