Core Wealth Advisors, Inc.

Core Wealth Advisors, Inc. (CRD# 174386) is a financial advisory firm headquartered in Lakeland, FL. They manage $103,384,787 in 317 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $326,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Core Wealth Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Nathan H. Dunham
CRD#: 4727016
231 N. Kentucky Ave., Suite 217, Lakeland, FL 33801
96
Wealthminder
score

Nathan Dunham (CRD# 4727016) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 17 years of experience in the finance industry. Nathan Dunham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles T. Foss
CRD#: 4633605
231 N. Kentucky Ave., Suite 217, Lakeland, FL 33801
93
Wealthminder
score

Charles Foss (CRD# 4633605) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 12 years of experience in the finance industry.

3
Matthew E. Diaz
CRD#: 6303087
231 N. Kentucky Ave., Suite 217, Lakeland, FL 33801
89
Wealthminder
score

Matthew Diaz (CRD# 6303087) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 2 years of experience in the finance industry.

4
Andrew T. Foss
CRD#: 6271505
231 N. Kentucky Ave., Suite 217, Lakeland, FL 33801
87
Wealthminder
score

Andrew Foss (CRD# 6271505) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has 1 year of experience in the finance industry.

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