Core Planning office in Waco, TX

1 registered advisor

Core Planning's office in Waco, TX has 1 registered advisor. Core Planning files 62 offices.

Last updated 2026-10-10 (IAPD feed)

Location

Waco, TX

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Advisors at this office (1)

Core Planning

Regulatory AUM
$525,029,564
Registered advisors
63
Offices
62
Clients per advisor
13.8 (Low)
Average AUM per client
$605.6K (Low)
High-net-worth client ratio
14.1% (Low)

Core Planning: advisors, services and reported ETF investments

What this firm offers

Filed by Core Planning on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Contact

The firm's filed contact details.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.