Cornerstone Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,510,481
Total clients
23
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$630,890
About
Cornerstone Financial Planning is a fee-only independent advisory firm that provides wealth management, investment management, ongoing financial planning, and real estate-focused financial advisory services to individual clients, including those with real estate holdings. The firm serves a small client base and reports roughly $5.26 million in assets under management.
The firm works by developing individualized financial plans and investment policies tied to clients’ goals and risk profiles, using a mix of passive and active strategies, asset-allocation principles, and discretionary trading when authorized. Services are tiered by life stage (Foundations, Growth, Legacy) and explicitly integrate real estate strategy and education into clients’ broader financial plans while referring legal, tax, and brokerage matters to licensed professionals.
Notable distinctions include offering educational seminars and speaking engagements for groups — an offering that is relatively uncommon among peers — and operating primarily on flat, non–percentage-of-AUM fee arrangements rather than the more typical asset-based billing model. The firm is a solo, fee-only practice whose principal also maintains military reserve duties and active real estate investing, which influence the firm’s emphasis on client education and practical real estate guidance.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Wealth Management and Wealth Management with Real Estate Financial Advisory Services charged as a single flat annual fee ($4,000 to $20,000) billed quarterly in arrears; Ongoing Financial Planning charged as flat annual fee ($4,000 to $16,000) billed quarterly in arrears; Educational seminar fees range from $0 to $25,000 per seminar.
$100,000 - $500,000: $2,000 flat annual fee $500,001 - $1,000,000: $3,000 flat annual fee $1,000,001 - $2,000,000: $5,000 flat annual fee
Fee-only: Flat annual fees ranging from $4,000 to $20,000 for Wealth Management services; $4,000 to $16,000 for Ongoing Financial Planning, billed quarterly in arrears; fees are negotiable and may be discounted.
Main office location
Cornerstone Financial Planning
Colorado Springs CO, United States
Number of offices
2
Most active in
California · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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