CORNERSTONE WEALTH PLANNING

Overview

Cornerstone Wealth Planning is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm provides financial planning and portfolio management services aimed at individuals, families and small businesses; it also lists institutional clients. Its fee model is mixed — percentage-of-AUM billing alongside hourly and fixed-fee engagements — reflecting both ongoing advisory relationships and project-based planning work. Cornerstone reports no emphasis on ESG investing, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives