CORE Wealth Advisors, Inc. is an investment advisory firm established in 2013 and registered in 2015. The firm specializes in financial planning, wealth management, and tax planning services. The principal owner is Charles Foss. As of December 31, 2024, the firm managed $570,560,661 on a discretionary basis. Clients can opt for financial planning services, which cover areas like estate planning, retirement planning, and investment portfolio design. The firm primarily invests in ETFs, individual bonds, and mutual funds, with a strategic approach tailored to individual client circumstances. The fee structure includes financial planning fees negotiated based on the scope of engagement and wealth management fees at 1.50% of assets under management, with no minimum annual fee. The firm may recommend the use of Separate Account Managers, and clients may be referred to Sarasota Trust for trust services. The advisors at CORE Wealth Advisors act as fiduciaries when providing individual retirement advice, ensuring they act in the best interest of clients. The firm does not have any performance-based fee arrangements or side-by-side management. Clients include individuals, high net worth individuals, corporations, and charitable organizations, with no minimum portfolio value requirement. The firm exercises investment discretion, managing portfolios on a discretionary basis. The accounts are reviewed at least annually, and custodial services are provided by Fidelity and Schwab. The firm does not vote on client securities and does not generally allow directed brokerage accounts. Aggregated trades may be used to reduce costs for clients. The firm's team includes experienced professionals with diverse backgrounds and expertise to provide comprehensive financial services.

Wall Advisors, Inc. is an SEC registered investment advisor established in 2003, offering asset management, performance evaluation, and financial planning services to individuals and institutions. The firm's principal owner, Hosler Lee Wall III, is a Certified Public Accountant and Certified Financial Planner. Wall Advisors provides asset management services on a discretionary basis, including investor profile consultation, portfolio management selection, and performance evaluation. Financial planning services cover comprehensive or segmented plans, insurance, estate planning, tax analysis, and investment planning. The firm also offers investment consultations at an hourly rate and retirement plan services, acting as an ERISA fiduciary. Wall Advisors may engage third-party money managers like Advisors Asset Management (AAM) for portfolio management. The firm charges asset-based fees up to 1.50% annually, with minimum investment requirements varying by service. Clients receive quarterly account reviews and statements from the custodian, Fidelity Institutional. Wall Advisors does not have custody of client funds and exercises limited discretion over client investments. The firm upholds a Code of Ethics emphasizing fiduciary responsibility, integrity, objectivity, and regulatory compliance. Client referrals may result in compensation to solicitors, and privacy policies ensure the protection of clients' nonpublic personal information.