Cornerstone Financial Planning

Overview

Cornerstone Financial Planning is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm emphasizes financial planning and portfolio management for individuals and small businesses and supplements advisory work with educational seminars and workshops. Fee arrangements are structured as fixed fees, and the adviser acts in a discretionary capacity across its client portfolios. Investment activity shows a clear tilt toward equities, with exchange‑traded securities making up the majority of managed assets. Cornerstone does not identify as an active ESG investor and maintains a focused, regional practice rather than a broad, multi‑state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices