Core Wealth Management, Inc. is an independent, fee-only fiduciary registered investment advisory firm located in Jupiter, Florida. Founded by Todd Schanel, CFA, CPA, CFP®, the practice serves retirees, pre-retirees, and families across northern Palm Beach County with comprehensive retirement income planning, tax-coordinated portfolio management, and estate preservation without product commissions.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Core Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-113827; strictly fee-only Registered Investment Adviser operating under a fiduciary standard in Jupiter, FL.
Issuer: Certified Financial Planner Board of Standards
Notes: Led by founding principal Todd Schanel, CFA, CPA, CFP®, alongside CFP® advisors Jackie Goldstick and Jonathon Fernandez-Rubio.
Factual details and direct answers about Core Wealth Management, Inc.'s services, licensing, and credentials.
Does Core Wealth Management operate as a fee-only fiduciary?
Yes, Core Wealth Management, Inc. (SEC CRD #162870, File #801-113827) is a 100% fee-only Registered Investment Adviser that is compensated solely by client advisory fees and never accepts sales commissions.
How does the firm coordinate tax strategy for Florida retirees?
Led by founder Todd Schanel, CFA, CPA, CFP®, and collaborating closely with an affiliated CPA practice, the firm integrates tax projection, required minimum distributions (RMDs), and Roth conversions into retirement plans.
Where is Core Wealth Management located in Palm Beach County?
The office is located at 4600 Military Trail, Suite 215, in Jupiter, Florida 33458, serving clients across Jupiter, Palm Beach Gardens, North Palm Beach, and West Palm Beach.
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