Advisor at Cornerstone Financial Planning, Inc.
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Firm
Cornerstone Financial Planning, Inc.
Location
Gaithersburg, MD
Credentials
CFP®
Industry experience
4 years
Kenneth Diehl is a CFP® professional with over 25 years at Cornerstone Financial Planning, Inc. in Gaithersburg, MD. He has four years of industry experience. Cornerstone Financial Planning, Inc. offers personalized, fee-only financial planning and advisory services to individuals, trusts, estates, and small businesses. The firm follows Modern Portfolio Theory and efficient-market principles, focusing on diversified, low-cost index funds and ETFs, and operates on a fixed-fee basis without accepting commissions or referral fees.
Based on Cornerstone Financial Planning, Inc.
Based on Cornerstone Financial Planning, Inc.
Fixed fees quoted for financial planning services based on complexity; initial $300 fixed fee for first two meetings; segmented financial planning fees up to $500
Minimum fee: Fixed non-refundable fee of $300 for first two face-to-face meetings Fee-only: Financial planning fees based on fixed fee for scope of work, priced at $100 per hour as a guideline but quoted as fixed fees; segmented fees up to $500 for limited engagements
Gaithersburg, MD
Maryland
Cornerstone Financial Planning, Inc.
2001 - Present (25 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
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Bank
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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.
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