Anthony T. Reynolds, CFP®, ChFC, MBA CoreTegic Capital Wealth Management

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About Anthony T. Reynolds, CFP®, ChFC, MBA

I’m Anthony Reynolds, the founder of CoreTegic Capital Wealth Management. I’ve been in this business for more than a decade and I’m still as passionate as the day I started. Why? Because I get to connect with people and hear their stories, dreams, and challenges, and then work with them to create a wealth management plan perfectly tailored to their lives.

After more than 20 years of service in the Army National Guard, I have plenty of experience as a problem solver. It is my honor to work closely with my clients to develop, manage, grow, and protect their assets, no matter what chapter of life they are in. I am also a Certified Financial Planner(™) with a master’s degree in business administration from The University of Iowa.

When I’m not meeting with clients or finding new ways to grow my knowledge and better serve my clients, I enjoy running, exploring breweries, overlanding, exploring new whiskies and cooking my signature chicken fettuccine alfredo.

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Recently Published

The Benefits of Independent Wealth Management for High Net Worth Individuals

June 1, 2023

Independent wealth management offers high net worth individuals a tailored approach to managing their finances. Find out how this can benefit you in this comprehensive guide.

The post The Benefits of Independent Wealth Management for High Net Worth Individuals appeared first on CoreTegic Capital.

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5 Key Elements of a Successful Wealth Plan

May 17, 2023

A successful wealth plan is more than just saving money. Discover the five key elements that will help you achieve your financial goals and live the life you want.

The post 5 Key Elements of a Successful Wealth Plan appeared first on CoreTegic Capital.

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Understanding Fiduciary Wealth Management: A Comprehensive Guide

May 17, 2023

Fiduciary wealth management is a critical aspect of financial planning. This comprehensive guide will help you understand the ins and outs of fiduciary wealth management.

The post Understanding Fiduciary Wealth Management: A Comprehensive Guide appeared first on CoreTegic Capital.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X
  • Government Employees
  • Military & Veterans
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly fee: $300+/mo
  • Quarterly fee: $1000+/qtr
  • Flat fee: $2500+/engagement
  • Hourly fee: $300/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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