CORE FINANCIAL PLANNING

Overview

Core Financial Planning is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm provides fee-based financial planning and serves as a capital allocator by selecting third‑party managers and advisers on behalf of clients rather than building all strategies in house. Core Financial Planning operates on a fixed‑fee model and does not position itself as an active ESG investor. Its advisory activity centers on comprehensive planning and outsourcing manager selection when clients require specialized or alternative exposures. Investment emphasis appears to be conservative and manager-driven: the firm relies on external mutual funds for core public market exposure, and it delegates alternative allocations for clients to external specialists in real estate and commodities. That structure suggests the firm acts as a coordinator between clients and specialist managers, constructing portfolios through vetted third‑party vehicles rather than running large proprietary sleeves.

Assets & Accounts

Investments & Alternatives

Location & Offices