Core Wealth Advisors, Inc. is an independent, fee-only SEC-registered fiduciary wealth management and retirement planning firm located on South Florida Avenue in Downtown Lakeland, Florida. Co-founded and led by President and CEO Charles Taylor ("Chuck") Foss, CPA, PFS alongside Vice President and Director of Financial and Retirement Planning Nathan Harold ("Nate") Dunham, CFP®, the practice serves retirees, business owners, and high-net-worth families throughout Lakeland, Winter Haven, Bartow, and Polk County with tax-integrated portfolio management and comprehensive retirement cash-flow engineering.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Charles Taylor Foss, CPA, PFS); SEC IAPD Individual Profile (Nathan Harold Dunham, CFP®); Core Wealth Advisors, Inc. Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-81079; independent fee-only fiduciary Registered Investment Adviser headquartered in Downtown Lakeland, FL.
Issuer: CFP Board / AICPA / SEC
Notes: Led by Co-Founder, President & CEO Charles Taylor ('Chuck') Foss, CPA, PFS (CRD #4633605), Co-Founder & VP Nathan Harold ('Nate') Dunham, CFP® (CRD #4727016), and Advisor Andrew Taylor Foss (CRD #6271505).
Factual details and direct answers about Core Wealth Advisors, Inc.'s services, licensing, and credentials.
What is the SEC registration of Core Wealth Advisors, Inc. in Lakeland?
Core Wealth Advisors, Inc. is an active, fee-only SEC-registered fiduciary Investment Adviser operating under CRD #174386 and SEC File #801-81079.
Who are the founding principals at Core Wealth Advisors, Inc.?
The firm is led by Co-Founder, President, and CEO Charles Taylor ('Chuck') Foss, CPA, PFS (CRD #4633605) and Co-Founder and Director of Financial and Retirement Planning Nathan Harold ('Nate') Dunham, CFP® (CRD #4727016), alongside Andrew Taylor Foss (CRD #6271505).
Where is Core Wealth Advisors located in Downtown Lakeland?
Core Wealth Advisors, Inc. is located near Munn Park in Downtown Lakeland at 124 South Florida Avenue, 4th Floor, Lakeland, Florida 33801.
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