Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$247,020,527
Total clients
327
21% high-net worth
Total advisors
5
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
65
Average account size
$755,414
Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. As of December 31, 2024 the firm reported $247,020,527 in discretionary assets under management and serves roughly 327 clients through ongoing asset management and project-based financial planning.
The firm typically constructs diversified portfolios using mutual funds and exchange-traded funds and may include individual equities, corporate and municipal bonds, U.S. government securities, annuities, certificates of deposit, and options when appropriate. CFG uses both fundamental and technical analysis with asset allocation as the primary driver of portfolio construction, provides continuous monitoring and periodic rebalancing, and tailors recommendations to each client’s objectives and any reasonable restrictions they request.
Compared with many peers, CFG publicly advertises third‑party ratings as part of its public materials, and the firm recently transitioned to SEC registration in 2025 after its assets grew above applicable state thresholds. CFG operates as a fee-only advisor, manages only discretionary accounts as reported, and discloses institutional relationships (including the use of Schwab Advisor Services) and other procedural practices such as not voting client proxies.
Fixed fees for written financial plans ranging from $5,000 to $25,000 depending on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.30%
Up to $500 per hour for Financial Planning Services
Fee-only: Financial Planning Services: hourly fees up to $500/hour; fixed fees range from $5,000 to $25,000 depending on complexity
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Cornerstone Financial Group, LLC
11225 Davenport Street, Suite 102
Omaha NE 68154, United States
Number of offices
3
Series 65
Omaha, NE
Cornerstone Financial Group, LLC
CFP®, Series 66
Omaha, NE
Cornerstone Financial Group, LLC
CFP®, Series 65, Series 66
Denver, CO
Cornerstone Financial Group, LLC
CFP®, Series 65
Stanton, IA
Cornerstone Financial Group, LLC
Series 65
Omaha, NE
Cornerstone Financial Group, LLC
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