CORNERSTONE WEALTH MANAGEMENT
SEC RegisteredHelping you plan for your future.
About the firm
Cornerstone Wealth Management is a fee-only, independent Registered Investment Advisory (RIA) firm located in Westlake, Ohio. Michael Kelley, CFP®, serves as Vice President and Co-Owner, specializing in retirement planning and investment management for clients nearing and entering retirement. The firm serves clients locally and virtually across the country.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning covering retirement planning, investment analysis, retirement distribution strategies, goals and objectives planning, cash flow/budgeting/debt management, employee benefits review, college planning, insurance review, estate planning, and tax planning; also offers ongoing investment management.
Who they serve
Clients nearing and entering retirement, served locally in Westlake, OH and virtually across the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 272 | $81M |
| High Net Worth Individuals | 104 | $346M |
| Charitable Organizations | 9 | $5.0M |
| State/Municipal Entities | 7 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $500,000 | 0.75% |
| Above $2,500,000 | 0.50% |
Data as of February 11, 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 WEALTH MANAGEMENT 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.
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