Cornerstone Financial Planning

RIAState Registered

Total AUM

$14.5M

Discretionary

$14.5M

100% of AUM

Avg account

$202K

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Cornerstone Financial Planning LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm bills its advisory work on a fixed-fee basis and concentrates on comprehensive financial planning, portfolio management for individuals and small businesses, and running educational seminars and workshops. Cornerstone does not describe itself as an ESG-focused manager, is not structured as a capital allocator, and does not list pension consulting or related-adviser activity.