Stuart Blake Petty
Investment adviser representative at Core Planning
15 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$525MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Core Planning LLCMar 2025 to now
- Ip Financial Advisory ServicesDec 2019 to Mar 2025
- Desert Crest FinancialDec 2015 to Jan 2025
- Innovation Partners LLCDec 2015 to Dec 2024
- Provantage PropertiesOct 2012 to Dec 2019
- Stuart Petty InvestmentsDec 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, FL, ID, MN, MO, NC, NM, NV, OR, TX, UT, WA).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6583189
- Firm CRD
- 154660