I’m Anthony Reynolds, CERTIFIED FINANCIAL PLANNER™, Iowa National Guard company commander and your new ally that will help you create your financial roadmap that provides you the financial freedom to live your life the way you want to without having to pay high commissions.
I’m Anthony Reynolds, CERTIFIED FINANCIAL PLANNER™, Iowa National Guard company commander and your new ally that will help you create your financial roadmap that provides you the financial freedom to live your life the way you want to without having to pay high commissions.
You deserve more.
You deserve an advisor who will thoughtfully explain things in person.
No matter how much money you have saved.
All without worrying about paying high commissions.
Are you ready to work with a fee-only, fiduciary, CERTIFIED FINANCIAL PLANNER® to create your financial plan?
We develop customized financial roadmaps for executives, high-earners-not-rich-yet, pre-retirees, and military veterans in transition to create a more financially stable life, without the worry of giving up their dream life.
Whether you are still building assets, beginning to transition from wealth accumulation to retirement or planning a legacy for your loved ones, we can help you get on the right path to finding the right strategies for your long-term financial independence.
15-minute Discovery Session where we’ll determine if we’re a good fit
% of Investments
Appropriate for clients with $500,000+. We manage your Nobel-Laurette designed investment portfolio, coordinate money-saving tax strategies, maximize your insurance policies, and keep you on track to reach your financial goals. We aim to deliver value that is worth multiples beyond the fee you are paying us.
*Our minimum annual fee is $4,000
A great option for successful professionals who are building wealth in an employer-sponsored retirement plan. Our minimum annual fee is based on the scope of work and is paid quarterly. The best part is, there is no minimum investment amount required! See, we told you that we are different!
Our standard advisory fee is based on the market value of the assets under management and is calculated as follows:
| Assets Under Management | Annual Advisory Fee |
|---|---|
| $0 – $500,000 | 1% or minimum fee. |
| $500,001 – $1,000,000 | 0.90% |
| $1,000,001 – $2,000,000 | 0.80% |
| $2,000,001 – $5,000,000 | 0.70% |
CoreTegic Capital Wealth Management is a fee-only financial planning firm located in West Des Moines, IA and Cedar Rapids, IA serving the greater Des Moines, IA area and the Cedar Rapids area, as well as clients across the country. CoreTegic Capital Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions without the worry of paying high commissions.
Hi, I’m Anthony T. Reynolds, CFP®, CHFC®. I started CoreTegic Capital because I discovered a huge hole in the financial planning industry. One that could eventually wreak havoc on our economy and the future of our country’s financial security.
The problem? I believe the majority of financial planners are leaving generations X and Y out of the picture and out of the conversation to focus on the older generations who have more money in the bank now.
I just knew I had to help. Read about my career path to learn how my leadership in the military and my educational training can help tailor you and your family’s financial future.
Hi, I’m Anthony T. Reynolds, CFP®, CHFC®. I started CoreTegic Capital because I discovered a huge hole in the financial planning industry. One that could eventually wreak havoc on our economy and the future of our country’s financial security.
The problem? I believe the majority of financial planners are leaving generations X and Y out of the picture and out of the conversation to focus on the older generations who have money in the bank now.
I just knew I had to help. Read about my career path to learn how my leadership in the military and my educational training can help tailor you and your family’s financial future.
