Core Planning

Overview

Core Planning is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses, and identifies itself as a capital allocator—meaning it places client assets across external managers as well as in public markets. Its fee model includes a percentage-of-AUM component plus options for hourly and fixed-fee engagements. Core Planning is not positioned as an ESG-active manager, does not describe itself as a multi-state adviser, and lists its SEC registration year as 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices