Jacob M George

Investment adviser representative at Core Planning

14 yearsExperience

1 stateRegistered in

CFP® certificationDesignation

$525MFirm assets

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

These describe the firm as a whole, not only this advisor.

14 years in the industry.

Registered as an investment adviser representative in 1 state (AR).

Legal name: Core Planning, LLC

$525MAssets managed

867Clients

59Advisers

1 yearIn business

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.