Cors Financial Planning
Assets Under Management
$25.2M
Number of Clients
36
Number of Advisors
1
Average Client AUM
$699K
AUM per Advisor
$25.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cors Financial Planning provides asset management and investment consulting services to individuals and other clients. They also offer standalone financial planning and consulting services, covering investment, retirement, estate, charitable, education, tax, mortgage/debt, and insurance analysis. Retirement plan consulting is offered to employer plan sponsors.
Fee Structure
Financial planning and consulting services are charged on an hourly basis, not exceeding $300 per hour, with a maximum charge disclosed in the advisory agreement. A $500 retainer is required. Retirement plan consulting fees range from $750 to $10,000 annually, billed quarterly. Wrap asset management and wrap investment management fees are detailed in the Wrap Fee Program Brochure.
Areas of Practice
Location
16935 West Bernardo Drive, Suite 227, San Diego, CA, 92127