Core Advisory Group

CORE serves individuals (including high-net-worth clients), retirement plans, trusts, corporations and charitable organizations with discretionary asset management, retirement-plan consulting, financial planning, coaching and related advisory services. The firm reports managing roughly $338 million for about 1,141 clients through a team of ten advisors and delivers both portfolio management and planning services across its advisory representatives.

Investment work is delivered primarily on a discretionary basis using a mix of proprietary CORE model portfolios and access to multiple LPL-sponsored platforms and third‑party manager programs (including wrap and non-wrap solutions, model portfolios, and an algorithm-driven managed service). Advisory representatives gather client goals, risk tolerance and liquidity needs to set objectives and monitor accounts at least annually, and they may move client assets among platforms or sub-advisors to align with those objectives.

Notable distinctions include CORE’s role as sponsor and portfolio manager of a wrap-fee program offered on LPL’s SWM II platform and the firm’s networked structure of investment advisory representatives who operate in separate offices and DBAs. Unlike many peers, several CORE IARs are also registered representatives of LPL and licensed insurance agents and may offer commission-based financial and insurance products, and CORE retains a portion of advisory fees when its portfolio or CIO services are used — arrangements the brochure discloses as potential conflicts of interest.