Core Planning

Overview

Core Planning is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (2025) and owned by an individual proprietor. Its primary clients are individuals and families; the firm provides financial planning and portfolio management for individuals and small businesses. Core Planning operates as a capital allocator and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. The firm does not identify as an active ESG investor and does not position itself as a pension consultant or related adviser.

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Location & Offices