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Dale Cors

Sax Wealth Advisors, LLC
29 Years of Experience
San Diego, CA
Sells Insurance
View SEC Summary
View SEC Summary

Dale Cors is a registered investment advisor at Sax Wealth Advisors, LLC, based in San Diego, CA, with 29 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,655 clients with $3.6B in assets under management.

Sax Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
1,655 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $7.0M0.55%
$7M+0.45%

Family accounts and related businesses can be aggregated for fee calculations. Minimum annual fee of $15,000 applies. Fees and minimums are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

16935 W. Bernardo Drive, Suite 227, San Diego, CA, 92127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dale is a licensed insurance agent since 1994. He dedicates minimal time to this activity, which is not investment-related.

Employment History
Current Registrations
Sax Wealth Advisors, LLC
October 2025 - Present · 1 yr
Previous Registrations
Cors Financial Planning
September 2016 - February 2026 · 9 yrs 5 mos
Cetera Advisor Networks LLC
July 1997 - August 2016 · 19 yrs 1 mo
State Registrations2 states
CANJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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