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Core+ Financial Strategies

Full company profile

uuid003igel

Namestring
Core+ Financial Strategies
Legal namestring
Plains Wealth Management
Websiteurl
coreplusfinancial.com
Company typeenum
Private
Founded yearint
2010
Operating statusenum
Acquired
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersHouston, United States
HQ citystring
Houston
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
wealth management services, retirement planning, financial advisory, personal financial planning, investment advisory
Industry3 codes
1Financial Planning & Goals-Based Advice (Mass Affluent)
CodeFSAAAAAFPrimaryYes
2Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)
CodeFSAAAAAJPrimaryNo
3Retirement Income Planning & Decumulation Advisory
CodeFSAEABADPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Cost components3 values
Personnel, Operations, Marketing or Sales
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Core+ Financial Strategies (doing business as Plains Wealth Management) provided personalized wealth management and retirement planning services to individuals. The firm functioned as a full-service financial advisory practice focused on helping clients preserve wealth and prepare for retirement. In 2025, the business was integrated into The Retirement Planning Group.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Plains Wealth Management
CategoryWealth Management Services
Description

Financial planning and wealth management services for individuals, focused on wealth preservation and retirement planning. Now part of The Retirement Planning Group following a 2025 transition.

Partnership1 partner
1The Retirement Planning Group
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-12-01
Description

Plains Wealth Management has become part of The Retirement Planning Group. The transition involves redirecting visitors to the new website at planningretirements.com. This represents a strategic integration of the two financial advisory practices under a unified brand.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight2 records

Each record includes

Type, Description

Peers10 records
1Cetera Financial Group
TypeDirect peer
Description

Independent advisor platform supporting independent financial advisors and small wealth management firms with retirement, investment, and planning services. Comparable in scale and structure to Core+.

2Fisher Investments
TypeBroad incumbent
Description

Large asset manager and financial advisor focused on personalized investment management and retirement planning for high-net-worth and mass-affluent individuals. Comparable wealth management and retirement focus.

3Betterment
TypeEmerging player
Description

Leading robo-advisor offering automated retirement and wealth planning to mass-affluent individuals. Competes for the same customer segment at lower price points and represents the digital threat to traditional advisor-led firms.

4Edward Jones
TypeBroad incumbent
Description

Large national financial advisory firm providing wealth management and retirement planning to individual investors through a branch-based advisor model. Comparable target customer and service mix, but vastly larger scale.

5LPL Financial
TypeDirect peer
Description

Largest independent broker-dealer in the U.S., supporting independent RIAs and small wealth management practices with retirement planning technology, custody, and back-office. Direct platform peer for small advisory firms.

6Northwestern Mutual
TypeBroad incumbent
Description

Large-scale provider of financial planning, retirement, and wealth management services primarily to individual investors and business owners. Comparable target market and bundled planning approach.

7Merrill Lynch Wealth Management
TypeBroad incumbent
Description

Bank of America subsidiary offering investment advisory, retirement, and wealth planning services to mass-affluent and high-net-worth individuals. Competes for the same retirement planning wallet.

8The Retirement Planning Group
TypeDirect peer
Description

Acquirer and current parent of Core+ Financial Strategies (formerly Plains Wealth Management). Directly comparable as a Houston-area retirement planning and wealth management practice serving individual investors.

9Cambridge Investment Research
TypeDirect peer
Description

Independent broker-dealer supporting independent financial advisors with retirement and wealth planning solutions. Comparable hybrid RIA/IBD model at similar small-firm scale.

10Charles Schwab Wealth Advisory
TypeBroad incumbent
Description

Provides Schwab Wealth Advisory, Schwab Intelligent Portfolios, and retirement income planning. Direct competitor in mass-affluent retirement advice, with both digital and human-advisor channels.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Core+ Financial Strategies

Wealth Managementcoreplusfinancial.com

Core+ Financial Strategies firmographics

Firmographics
Name
Core+ Financial Strategies
Legal name
Plains Wealth Management
Website
https://coreplusfinancial.com
Company type
Private
Founded year
2010
Operating status
Acquired
Headcount range
1–10 employees
Ownership category
akta.pro rank

Core+ Financial Strategies industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
akta.pro secondary industries
Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

  • Wealth management services
  • Retirement planning
  • Financial advisory
  • Personal financial planning
  • Investment advisory

Where Core+ Financial Strategies is headquartered

Location

Headquarters

HQ city
Houston
HQ country
United States
HQ region
North America

Markets served

Core+ Financial Strategies business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Core+ Financial Strategies product offering

Product offering

Core offering

Core+ Financial Strategies (doing business as Plains Wealth Management) provided personalized wealth management and retirement planning services to individuals. The firm functioned as a full-service financial advisory practice focused on helping clients preserve wealth and prepare for retirement. In 2025, the business was integrated into The Retirement Planning Group.

Differentiator

Problem solved

Functional benefit

Products and services

  • Plains Wealth Management Financial planning and wealth management services for individuals, focused on wealth preservation and retirement planning. Now part of The Retirement Planning Group following a 2025 transition.

Companies that use Core+ Financial Strategies

Customer profile

Segments1 record

Ideal customer profiles1 record

Core+ Financial Strategies technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Core+ Financial Strategies partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • The Retirement Planning GroupcoreStrategic or Co-development Partner · 1 December 2025Plains Wealth Management has become part of The Retirement Planning Group. The transition involves redirecting visitors to the new website at planningretirements.com. This represents a strategic integration of the two financial advisory practices under a unified brand.

Recent moves4 records

Expansion highlights2 records

Core+ Financial Strategies competitors and assessment

Company assessment

Direct peers

  • Cetera Financial Group: Independent advisor platform supporting independent financial advisors and small wealth management firms with retirement, investment, and planning services. Comparable in scale and structure to Core+.
  • LPL Financial: Largest independent broker-dealer in the U.S., supporting independent RIAs and small wealth management practices with retirement planning technology, custody, and back-office. Direct platform peer for small advisory firms.
  • The Retirement Planning Group: Acquirer and current parent of Core+ Financial Strategies (formerly Plains Wealth Management). Directly comparable as a Houston-area retirement planning and wealth management practice serving individual investors.
  • Cambridge Investment Research: Independent broker-dealer supporting independent financial advisors with retirement and wealth planning solutions. Comparable hybrid RIA/IBD model at similar small-firm scale.

Broad incumbents

  • Fisher Investments: Large asset manager and financial advisor focused on personalized investment management and retirement planning for high-net-worth and mass-affluent individuals. Comparable wealth management and retirement focus.
  • Edward Jones: Large national financial advisory firm providing wealth management and retirement planning to individual investors through a branch-based advisor model. Comparable target customer and service mix, but vastly larger scale.
  • Northwestern Mutual: Large-scale provider of financial planning, retirement, and wealth management services primarily to individual investors and business owners. Comparable target market and bundled planning approach.
  • Merrill Lynch Wealth Management: Bank of America subsidiary offering investment advisory, retirement, and wealth planning services to mass-affluent and high-net-worth individuals. Competes for the same retirement planning wallet.
  • Charles Schwab Wealth Advisory: Provides Schwab Wealth Advisory, Schwab Intelligent Portfolios, and retirement income planning. Direct competitor in mass-affluent retirement advice, with both digital and human-advisor channels.

Emerging players

  • Betterment: Leading robo-advisor offering automated retirement and wealth planning to mass-affluent individuals. Competes for the same customer segment at lower price points and represents the digital threat to traditional advisor-led firms.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Core+ Financial Strategies social profiles

Digital presence

Core+ Financial Strategies financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Core+ Financial Strategies leadership team

Management profile

Number of profiles

Core+ Financial Strategies funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Core+ Financial Strategies M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Core+ Financial Strategies

What does Core+ Financial Strategies do?

Core+ Financial Strategies (doing business as Plains Wealth Management) provided personalized wealth management and retirement planning services to individuals. The firm functioned as a full-service financial advisory practice focused on helping clients preserve wealth and prepare for retirement. In 2025, the business was integrated into The Retirement Planning Group.

When was Core+ Financial Strategies founded?

Core+ Financial Strategies was founded in 2010. It employs 1 to 10 people.

Where is Core+ Financial Strategies based?

Core+ Financial Strategies is headquartered in Houston, United States, in the North America region.

Who are Core+ Financial Strategies's main competitors?

Direct peers on record are Cetera Financial Group, LPL Financial, The Retirement Planning Group and Cambridge Investment Research. Broad incumbents are Fisher Investments, Edward Jones, Northwestern Mutual, Merrill Lynch Wealth Management and Charles Schwab Wealth Advisory. Betterment is listed as an emerging player.

Does Core+ Financial Strategies have an API?

No public API is recorded for Core+ Financial Strategies.

What industry is Core+ Financial Strategies in?

Core+ Financial Strategies's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.

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