Financial Cornerstones, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,957,743
Clients
67
43% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$1,208,325
About
Financial Cornerstones provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates and business entities. The firm offers individualized portfolio management and consulting and sponsors a Wrap Comprehensive Portfolio Management program through which it delivers its advisory services.
The firm’s investment approach blends technical/charting and cyclical analysis with fundamental, quantitative and sector analysis, and it emphasizes fixed‑income strategies with duration constraints and periodic rebalancing to target duration. Management is discretionary within client‑imposed restrictions, typically oriented toward longer holding periods while maintaining conservative short‑term cash investments for liquidity and fee settlement.
What is distinctive is that the firm both offers and sponsors a wrap‑fee program and receives a portion of the wrap fee, with its comprehensive portfolio management services provided only through wrapped accounts and a negotiable recommended minimum for those accounts. The brochure also discloses custodial recommendations (Schwab), that the firm does not charge performance‑based fees or sell commissionable securities in advisory accounts, and that it forwards proxy materials to clients rather than accepting proxy‑voting authority.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
Account minimum: $500,000
Main office location
Financial Cornerstones, LLC
9400 Grogans Mill Rd., Suite 225
The Woodlands TX 77380, United States
Number of offices
1
Most active in
Financial Cornerstones, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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
Quick links
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