Advisor at Cornerstone Financial Planning, Inc.
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Firm
Cornerstone Financial Planning, Inc.
Location
Appleton, WI 54913
Credentials
Series 63, Series 65
Industry experience
37 years
John Wolf is a financial advisor with Cornerstone Financial Planning, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Cornerstone Financial Planning since 2000. In addition to his advisory work, he is involved in insurance and fixed annuity sales and provides income tax preparation services for some clients during tax season. Cornerstone Financial Planning, Inc. offers financial planning and discretionary portfolio management to individual and high-net-worth clients and their related trusts and estates. The firm uses asset-allocation models based on modern portfolio theory and combines fee-based advisory services with commissionable insurance and annuity sales, also providing in-house tax preparation.
Based on Cornerstone Financial Planning, Inc.
Based on Cornerstone Financial Planning, Inc.
Income tax preparation fees range from $75 to $500 depending on complexity
$0 - $500,000: 1.00% $500,001 - $1,500,000: 0.90% $1,500,001 - $5,000,000: 0.80% Over $5,000,000+: Negotiable
May receive commission-based compensation for sale of securities and insurance products
Fee-only: Asset-based fees as described; Fixed fee for income tax preparation $75 to $500
5601 West Grande Market Drive, Suite E
Appleton, WI 54913
Illinois · North Carolina · Wisconsin
Cornerstone Financial Planning, Inc.
2000 - Present (26 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.
CFP®, Series 63
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CFP®, Series 63, Series 66
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Series 63
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Series 63, Series 65
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Financial Advisory Group, Inc.
CFP®, Series 66
Appleton, WI
Denarius Wealth Management
Series 65
Appleton, WI
Freedom Wealth LLC
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