CORE PLANNING
SEC RegisteredPlan to prosper, have hope, and enjoy the future
About the firm
Dawn C. Abernathy, CFP®, EA, SE-AWMA® is a CERTIFIED FINANCIAL PLANNER® Professional and financial planner at Core Planning, LLC who specializes in building and maintaining 1st and 2nd generation wealth. She is committed to making ethical financial planning education accessible to all people to reduce wealth inequality and close wealth gaps, with a special focus on empowering women and diverse populations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Flat-fee financial planning (1-session, comprehensive, and ongoing), investment management, wealth management and wealth management oversight, tax planning (via Enrolled Agent designation), financial education workshops and presentations, and no-commission/no-product-sales advisory services covering cash flow, budgeting, debt planning, retirement planning, estate planning, insurance needs analysis, education planning, and more.
Who they serve
People at every income level and financial situation, including women, diverse populations, young adults, business owners, self-employed persons, and employers seeking financial wellness benefits for employees; also sports and entertainment clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 745 | $245M |
| High Net Worth Individuals | 122 | $280M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
64 advisors in the directory
Regulatory & compliance
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORE PLANNING has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.