ProCore Advisors, LLC

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Client assets under management

$131,722,927

Clients

224

13% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$588,049

About

ProCore Advisors provides investment advisory and planning services to individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans, offering portfolio management, investment consulting, financial planning, and retirement‑plan advisory services. The firm also operates an automated advisory platform called Quickvest that guides clients through a risk assessment and places accounts into model portfolios with ongoing monitoring and rebalancing.

The firm implements discretionary management guided by an Investment Policy Agreement that documents objectives and risk tolerance, and draws on a mix of analytic approaches (charting, fundamental and quantitative analysis, and modern portfolio theory) to build diversified portfolios across ETFs, mutual funds, fixed income, private placements and other vehicles. ProCore discloses active use of leverage and derivatives—including margin, options and borrowing in separately managed accounts—and may engage third‑party money managers or sub‑advisors while retaining oversight and rebalancing responsibilities.

What distinguishes ProCore from many peers is the combination of a small advisory team managing broadly diversified mandates and an automated model offering that leverages the Altruist platform and algorithmic models, alongside explicit permission to use borrowing and derivatives in separately managed accounts—a practice that is relatively uncommon among similar firms. The firm also notes its advisers’ ability to sell insurance products and the use of standing letters of authorization for transfers, disclosures it addresses as part of its fiduciary and custody practices.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities Private / alternative investments Options & derivatives strategies Real estate investing

Fee options

Fixed

$1,200 to $15,000 for financial planning; $750 to $10,000 for Retirement Plan Advisory Services

Percentage

$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% Greater than $5,000,000+: 0.65%

Project-based

$150 to $450 per hour for financial planning; up to $250 per hour for Retirement Plan Advisory Services

Subscriptions

Quarterly ongoing retainer fees for financial planning, billed quarterly in advance

Main office location

ProCore Advisors, LLC

23 Corporate Plaza Dr., Suite 150

Newport Beach CA 92660, United States

Number of offices

Most active in

California · Oregon · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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 Form ADV Part 3: Client Relationship

Quick links

Facebook X Instagram Website 949-339-2990

Advisors at this firm

Mark A

CFP®, Series 65

Newport Beach, CA

ProCore Advisors, LLC

Mark Aguilar is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with ProCore Advisors, LLC, a team-based firm in Newport Beach, CA, where he has worked since 2023. Prior to this, he held various roles including a part-time boat captain for City Cruises by Hornblower. ProCore Advisors, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified model portfolios and utilizes margin and options strategies in separately managed accounts, integrating third-party automation and trading platforms to enhance its service model.

Annuities Private / alternative investments Options & derivatives strategies Real estate investing

Bryan W

CFP®, Series 63, Series 65

Newport Beach, CA

ProCore Advisors, LLC

Bryan Ward is a CFP® with 15 years of experience in financial advising, currently serving at ProCore Advisors, LLC. His prior roles include positions at Ward Aguilar Financial and Partnervest Advisory Services LLC. Outside of investment advisory, he works as a property and casualty insurance agent and a health insurance agent on a limited basis. ProCore Advisors, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs diversified model portfolios and uses quantitative and technical analysis, with a notable practice of incorporating margin and options trading in separately managed accounts.

Annuities Private / alternative investments Options & derivatives strategies Real estate investing

Keythe W

CFP®, Series 63, Series 65

Newport Beach, CA

ProCore Advisors, LLC

Keythe Ward Aguilar is a CFP® with 26 years of industry experience, currently serving as an advisor at ProCore Advisors, LLC since 2017. Prior to that, he worked at Partnervest Advisory Services LLC for eight years. He is also involved part-time in non-variable insurance services with several providers. ProCore Advisors, LLC offers investment advisory services to individuals, trusts, estates, businesses, and retirement plans, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified model portfolios and combines quantitative and technical analysis, with the use of borrowing and derivatives in separately managed accounts as a distinctive aspect of its investment approach.

Annuities Private / alternative investments Options & derivatives strategies Real estate investing

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