Cornerstone Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 324007
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI65.88%
- Individuals34.12%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cornerstone Financial Planning is an independent, limited-liability RIA structured for individual ownership that focuses on serving individual and family clients. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges fixed fees rather than asset-based or performance fees. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Non-Exchange Traded Equities22%
- US Government Bonds6%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Contacts
1 of 1
Daniel Huffman
Founder and Financial PlannerCRD 7672356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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