Cornerstone Wealth Planning

Overview

Cornerstone Wealth Planning is an independent, SEC-registered limited liability advisory firm that began registration in 2020. It serves individual and family clients and is controlled by an individual owner. The firm markets itself as a capital allocator and provides a mix of financial planning and portfolio management services, with particular attention to individuals and small businesses. Fee arrangements include a percentage of assets under management plus options for hourly and fixed-fee engagements. Cornerstone also performs advisor selection for third‑party managers and runs educational seminars or workshops. The firm lists accounting among its business activities, which suggests integrated tax or bookkeeping capabilities alongside investment advice. It does not identify as an active ESG investor and is not structured as a multi‑state advisory or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives