Core Planning, LLC is an SEC registered investment advisor. We operate as a collaborative team of financial advisors who believe financial advice should be personal, thoughtful, and built around you, the client.

Core provides your advisor with the operational systems, collective wisdom, and regulatory oversight so that more care and attention goes toward you.

Your advisor chose to be part of Core because we share a belief that the best financial advice comes from people who have the freedom to put their clients first, the support to do their best work, and a community of experienced professionals to learn and grow alongside.

We bring all this together.

best of both worlds

Your advisor has the freedom to develop an approach that reflects your needs, values, and goals. They're not expected to fit every client into the same mold.

At the same time, they don't have to navigate everything alone.

Our advisors share knowledge, exchange ideas, and help each other think through challenges. Behind the scenes, Core provides the technology, administrative support, and compliance infrastructure that help their practices operate effectively.

Your advisor can focus more of their energy on what matters most, helping you.

independence matters

Your financial advisor has the freedom to give advice based on what's right for you, not a sales target or a corporate agenda.

We built all this around independent advice, a fiduciary responsibility to clients, and transparent compensation.

Core Planning is Fee-Only.

This is because financial advice should never be driven by commissions or pressure to recommend particular financial products.

Instead, the foundation of a lasting advisory relationship is trust, good judgment, and a genuine commitment to your well-being.

better together

No single advisor knows everything. And we think that's a good reason for us to work together. Core brings together advisors with different backgrounds, experiences, and areas of expertise.

That creates opportunities to share perspectives, ask better questions, and learn from one another.

Your advisor remains your primary relationship, and they also belong to a community that believes generosity and collaboration make everyone better at what they do.

When advisors help each other succeed, clients can benefit too.

built on a simple belief

Great advisors can do their best work when they're given the freedom to be themselves, surrounded by people who genuinely want to help them succeed.

That's the kind of community we've built at Core Planning.

And ultimately, we built it all for you.