Bryan Taylor
Cornerstone Management · Duluth, Georgia
Bryan Taylor is a fee-only financial advisor at Cornerstone Management in Duluth, Georgia, who holds the CFA credential. Cornerstone Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cornerstone Management |
|---|---|
| Based in | Duluth, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.29B across 1,514 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 2681836 |
| Exams passed | Series 63 (1995) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.cornerstonemgt.net |
| Profile |
How Bryan's firm compares
- Cornerstone Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,514 accounts).
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Questions about Bryan
Is Bryan Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Cornerstone Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, Cornerstone Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Taylor based?
Bryan Taylor is based in Duluth, Georgia.
What credentials does Bryan Taylor hold?
Bryan Taylor holds the CFA credential.
Is Bryan Taylor registered with the SEC?
Yes. Bryan Taylor is registered as an investment adviser representative in GA and TX (CRD 2681836), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Management manage?
Cornerstone Management reports $2.29B across 1,514 accounts in assets under management.
How do I contact Bryan Taylor?
Through Bryan's website, www.cornerstonemgt.net.
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
- 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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