Cornerstone Financial Consulting LLC

Overview

Cornerstone Financial Consulting LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services. The firm emphasizes discretionary work reported as non-discretionary on its filing, and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its activities. The advisory approach tilts toward liquid, exchange-traded exposure alongside a stated preference for fixed‑income allocations, suggesting a conservative-to-moderate risk posture tailored to client income and capital-preservation needs. Cornerstone charges a combination of percentage-of-AUM, hourly fees and fixed fees rather than relying solely on one fee model.

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Public Holdings

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Location & Offices