Rodney Wendt
Advisor at Cornerstone Wealth
Updated today
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.
About
Rodney Wendt is a financial advisor at Cornerstone Wealth with five years of industry experience. He holds a Series 66 designation and has worked at Keystone Financial Services and Cornerstone Wealth Group, LLC. Outside of his advisory roles, he has experience in various other business activities including employment in marketing-related positions. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients through comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing model portfolios and discretionary management.
Client services
Based on Cornerstone Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
Expertise
Based on Cornerstone Wealth
Annuities
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Private / alternative investments
Fee options
Flat fees for financial planning services, negotiable; retainer required for planning services (50% upfront)
$0 - $499,999: 1.25% $500,000 - $999,999: 1.10% $1,000,000 - $1,499,999: 0.95% $1,500,000 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $3,999,999: 0.65% $4,000,000 - $4,999,999: 0.55% $5,000,000 - $9,999,999: 0.50% $10,000,000 - $24,999,999: 0.40% $25,000,000 - $49,999,999: 0.35% $50,000,000 - $99,999,999: 0.30%
Certain supervised persons are registered representatives who receive commissions on sales of mutual funds, variable annuities, and 529 plans held in non-advisory accounts; insurance commissions also received by some personnel
Hourly fees for financial planning and consulting services, negotiable
Minimum fee: Minimum annual fee of $3,000 (legacy fee schedules); Minimum annual fee of $5,000 for retirement plan consulting Fee-only: Fixed fees for financial planning and consulting; hourly and flat fees negotiable based on engagement; retirement plan consulting fees based on plan assets with specified ranges (e.g., 50-65 bps up to $1 million) and minimums
Location
137 Old Market Street, Ste 203
Aiken, SC 29803
Most active in
Rodney W has reported serving >5 clients in these states in the last 12 months.
South Carolina
Work history
Cornerstone Wealth Group, LLC
2022 - Present (4 years)
Keystone Financial Services
2017 - 2022 (5 years)
Country Club Dance Hall
2015 - 2019 (4 years)
Southwestern Equipment Co.
2014 - 2018 (4 years)
Wendt Window Cleaning
2014 - 2018 (4 years)
STUDENT
2010 - 2017 (7 years)
James Creek Golf Club
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
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.
Is not active or affiliated with:
-
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.
Ronny H
Series 63, Series 65
Williston, SC
Palmetto Retirement Specialists, LLC
Carolyn L
CFP®, Series 63, Series 65
Aiken, SC
A to Z Asset Advisors, LLC
David G
Series 65
North Augusta, SC
David Gray Consulting LLC
Robert W
CFA®, Series 63, Series 65
Augusta, GA
Wynn Capital
Brandon W
Series 65
Aiken, SC
Integrated Planning LLC
Richard P
Series 63, Series 65
Aiken, SC
Parvin Asset Management, LLC
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