CORNERSTONE FINANCIAL PLANNING, LLC

Overview

Cornerstone Financial Planning, LLC is an independent registered investment adviser that focuses on individual and family clients. Formed in 2016 and owned by an individual, the firm offers financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third‑party advisers for client allocations. Its advisory model leans toward managed portfolios using public funds and mutual funds as core building blocks, while also tapping external managers for specialized exposures. The firm reports it is not an active ESG investor. Fee arrangements are flexible: percentage of assets under management, hourly charges, and fixed fees are all in use, allowing the firm to serve both ongoing advisory relationships and project-based planning engagements. The mix of services and the “selection of other advisers” activity indicate a hybrid model that blends in‑house discretionary management with allocations to external managers when a client’s needs call for specialist strategies.

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