CORNERSTONE FINANCIAL MANAGEMENT LLC
SEC RegisteredPersonalized Financial Planning & Investment Management
About the firm
Cornerstone Financial Management partners with clients to create financial plans and investment strategies that provide clarity, confidence, and financial peace. Their advisors hold leading industry designations (CFP®, CFA®, CAIA®, CKA®) and collectively have over 50 years of industry experience. They operate as a Fee-Only, Fiduciary, and Independent firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial planning and investment management, including organizing financial information, creating custom financial plans, and implementing investment strategies. Services are available in-person or virtually, with evidence-based and values-integrated investing.
Who they serve
Individuals navigating complex financial decisions who want a personalized financial plan and investment strategy.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 52 | $26M |
| High Net Worth Individuals | 49 | $140M |
| State/Municipal Entities | 7 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First level | 1.00% |
| Second level | 0.85% |
| Third level | 0.75% |
| Fourth level | 0.68% |
| Fifth level | 0.50% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORNERSTONE FINANCIAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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