Joseph Powell
Investment adviser representative at Core Planning
12 yearsExperience
1 stateRegistered in
$525MFirm assets
1 yearFirm in business
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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
12 years in the industry.
- Core Planning LLCJun 2026 to now
- Bubble Rock Advisors, LLCNov 2022 to now
- Windham Brannon PcAug 2021 to Nov 2022
- Brady WareJan 2019 to Aug 2021
- Schell & HoganJan 2018 to Apr 2018
- Georgia Southern UniversityJan 2014 to Dec 2018
- Blaine Jacob IncJan 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 8304750
- Firm CRD
- 154660