Advisor at Cornerstone Financial Planning
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Firm
Cornerstone Financial Planning
Location
Colorado Springs, CO
Credentials
ChFC®, Series 65
Industry experience
3 years
Daniel Huffman is a financial advisor at Cornerstone Financial Planning in Colorado Springs, CO, holding the ChFC® designation and Series 65 license with three years of industry experience. Prior to his advisory role, he served in the US Army from 2010 to 2021 and continues to serve as a Major and physical therapist in the US Army Reserves. Outside of advising, he is also involved in real estate investing as a sole proprietor. Cornerstone Financial Planning is an independent, fee-only advisory firm that provides wealth management, investment management, ongoing financial planning, and real estate-focused advisory services to individual clients. The firm develops individualized financial plans and investment policies using a combination of passive and active strategies, with a particular focus on integrating real estate strategy and education into clients’ broader financial plans.
Based on Cornerstone Financial Planning
Based on Cornerstone Financial Planning
Based on Cornerstone Financial Planning
Based on Cornerstone Financial Planning
Wealth Management and Wealth Management with Real Estate Financial Advisory Services charged as a single flat annual fee ($4,000 to $20,000) billed quarterly in arrears; Ongoing Financial Planning charged as flat annual fee ($4,000 to $16,000) billed quarterly in arrears; Educational seminar fees range from $0 to $25,000 per seminar.
$100,000 - $500,000: $2,000 flat annual fee $500,001 - $1,000,000: $3,000 flat annual fee $1,000,001 - $2,000,000: $5,000 flat annual fee
Fee-only: Flat annual fees ranging from $4,000 to $20,000 for Wealth Management services; $4,000 to $16,000 for Ongoing Financial Planning, billed quarterly in arrears; fees are negotiable and may be discounted.
Colorado Springs, CO
California · Colorado · Texas
Cornerstone Financial Planning, LLC
2023 - Present (3 years)
Cornerstone Impact LLC
2022 - 2023 (1 year)
Peak Impact PT PLLC
2022 - 2023 (1 year)
Daniel Huffman, Sole Proprietor
2022 - Present (4 years)
Cornerstone Financial Planning, LLC
2022 - Present (4 years)
US Army Reserves
2021 - Present (5 years)
US Army
2010 - 2021 (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Colorado Springs, CO
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CFP®, Series 65
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