Augustine Matheson
Cornerstone Wealth Management · Westlake, Ohio
Augustine Matheson is a fee-only financial advisor at Cornerstone Wealth Management in Westlake, Ohio. Augustine focuses on retirement planning and pension planning. Cornerstone Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Cornerstone Wealth Management |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $628.7M across 1,173 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8098385 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.fee-onlyadvisor.com |
How Augustine's firm compares
- Cornerstone Wealth Management's average account is about $536,000, from its Form ADV (assets managed divided by 1,173 accounts).
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Questions about Augustine
Is Augustine Matheson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Augustine holds no broker registration, and Cornerstone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Augustine charge for financial advice?
Augustine's firm, Cornerstone Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Augustine Matheson based?
Augustine Matheson is based in Westlake, Ohio.
What does Augustine specialize in?
Augustine's specialties include retirement planning and pension planning. Augustine works with pre-retirees and retirees.
Is Augustine Matheson registered with the SEC?
Yes. Augustine Matheson is registered as an investment adviser representative in OH (CRD 8098385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Wealth Management manage?
Cornerstone Wealth Management reports $628.7M across 1,173 accounts in assets under management.
How do I contact Augustine Matheson?
Through Augustine's website, www.fee-onlyadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cornerstone Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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