Advisor at Cornerstone Wealth Management Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cornerstone Wealth Management Group
Location
Greeneville, TN 37745
Credentials
CFP®, Series 66
Industry experience
8 years
Fixed financial planning fees between $300 and $2,500.
$1 - $249,999: 1.25% $250,000 - $499,999: 1.15% $500,000 - $1,499,999: 1.00% $1,500,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
Hourly fees for financial planning services between $150 and $300 per hour.
Subscription financial planning fees between $30 and $1,000.
Fee-only: Financial planning fees: Fixed fees between $300 and $2,500; Subscription fees between $30 and $1,000; Hourly fees between $150 and $300 per hour.
Cornerstone Wealth, LLC
2022 - Present (4 years)
Edward Jones
2018 - 2022 (4 years)
Greeneville Federal Bank FSB
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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 66
Greeneville, TN
Edward Jones
Series 66
Greeneville, TN
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Greeneville, TN
Sapiat Asset Management, LLC
Series 65
Greeneville, TN
Cornerstone Wealth Management Group
CFP®, Series 63
Greeneville, TN
Cornerstone Wealth Management Group
CFP®, Series 63, Series 65
Parrottsville, TN
Seacrest Wealth Management, LLC
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