CORNERS FINANCIAL PLANNING, LLC

Overview

Corners Financial Planning, LLC is an independent registered investment adviser organized as an LLC that focuses on fee-based financial planning and portfolio management for individuals and small business owners. The firm operates as a capital allocator and also provides insurance brokerage services, which influences its product mix—particularly the use of annuities alongside investment portfolios. Its advisory work includes financial planning, discretionary portfolio management, and the selection of outside advisers when clients require capabilities beyond the firm’s in-house offerings. Fee arrangements are flexible: percentage of AUM, hourly engagements, and fixed-fee projects are all used depending on client need. The firm is not identified as an active ESG investor. Investment preferences tilt toward equity exposure. Filings indicate a clear preference for exchange-traded equities and ETF-based solutions as the primary vehicle for client portfolios. Given the small overall scale and the use of a retail-oriented custodian platform, the firm appears to favor straightforward, liquid instruments over complex in-house strategies.

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Public Holdings

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Location & Offices