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
Cors Financial Planning provides asset management, investment consulting, and financial planning services. Financial planning includes investment, retirement, estate, charitable, education, and tax planning. Retirement plan consulting is also offered to employer plan sponsors. The firm acts as a fiduciary, prioritizing client interests.
16935 West Bernardo Drive, Suite 227, San Diego, CA, 92127