Cornerstone Financial Planning
RIAState Registered
Total AUM
$14.5M
Discretionary
$14.5M
100% of AUM
Avg account
$202K
Accounts
72
Employees
1
Advisory reps
1
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 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.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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