Core Partners

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Client assets under management

$44,589,341

Clients

254

4% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$175,549

About

Core Partners provides financial planning, investment management, retirement‑plan consulting, and business consulting to individuals (including high‑net‑worth clients), small businesses, foundations, and pension and profit‑sharing plans. The firm manages assets on both a discretionary and non‑discretionary basis—reporting roughly $43.6 million discretionary and $1.54 million non‑discretionary as of December 31, 2025—and typically charges asset‑based advisory fees for ongoing management.

The firm implements advice primarily by selecting third‑party institutional managers through an institutional advisor platform and recommending diversified, asset‑class allocations using no‑load or low‑cost funds and model portfolios informed by efficient‑market and behavioral‑finance research. Clients undergo an initial discovery and risk‑profile process, receive a written financial plan if engaged for planning, and have portfolios reviewed at least quarterly with the option of wrap‑fee manager programs or direct billing.

A noteworthy distinction is that Core Partners is a registered insurance agency and its advisory representatives are licensed insurance agents who may recommend commission‑paying insurance products for risk‑management or estate‑planning purposes; the brochure discloses this as a potential conflict of interest. The firm also does not vote client proxies or forward proxy materials and explicitly acknowledges a fiduciary role to plan sponsors under ERISA Section 3(21) while not acting as a Section 3(38) discretionary fiduciary for ERISA plan assets.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning College savings (529s, UTMA, etc.) Business succession planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Flat fees for projects typically ranging from $500 up to $10,000

Percentage

$0 - $100,000: 1.50% $100,001 - $250,000: 1.45% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.30% $750,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.20% $1,500,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 1.10% $5,000,001+: 1.00%

Project-based

Up to $400 per hour

Other

Fee-only: Hourly rate up to $400/hour; Flat fees for projects ranging from $500 to $10,000

Most active in

Florida · Kansas · Ohio · Oklahoma · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 512-496-4333

Advisors at this firm

Tristen C

Series 63, Series 65

Austin, TX

Core Partners

Tristen Cleve is a financial advisor at Core Partners in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior roles include positions at SagePoint Financial and Intelligent Capital Reserve Group, LLC, where he is also an owner and consultant providing insurance products and consulting services to homeowners associations and condominiums. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm emphasizes diversified portfolios using third-party institutional managers and model allocations accessed through Charles Schwab’s platform, with regular account reviews and a documented fiduciary role.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Richard G

Series 63, Series 65

Austin, TX

Core Partners

Richard Girard is a financial advisor with Core Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Core Investment Group, LLC since 2014 and at SagePoint Financial from 2015 to 2019. In addition to his advisory role, he is appointed with outside carriers for brokering life and health insurance products. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm employs third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Lawrence D

Series 63, Series 65

Austin, TX

Core Partners

Lawrence Dove is a financial advisor at Core Partners in Austin, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Core Investment Group and SagePoint Financial. In addition to his advisory role, he is appointed as an insurance broker for life and health insurance products. Core Partners serves individuals, foundations, small businesses, and pension and profit-sharing plans by offering financial planning, portfolio management, retirement plan advisory, and business consulting. The firm primarily uses third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

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