Planningcore Wealth Advisors LLC

Planningcore Wealth Advisors LLC (CRD# 169503) is a financial advisory firm headquartered in Phoenix, AZ. They manage $11,363,060 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $874,082
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
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.

AZ

Financial Advisors at Planningcore Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert K. Altshuler
CRD#: 3172941
2944 N. 44th Street, Suite 250, Phoenix, AZ 85018
96
Wealthminder
score

Robert Altshuler (CRD# 3172941) is an Investment Advisor Representative working at Planningcore Wealth Advisors LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.

2
Frederic J. Winssinger
CRD#: 6308536
2944 N. 44th Street, Suite 250, Phoenix, AZ 85018
90
Wealthminder
score

Frederic Winssinger (CRD# 6308536) is an Investment Advisor Representative working at Planningcore Wealth Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.

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