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Advisor

Christine Bules

Cornerstone Asset Management Services · Broadview Heights, Ohio

Christine Bules is a fee-only financial advisor at Cornerstone Asset Management Services in Broadview Heights, Ohio, who holds the ChFC credential. Cornerstone Asset Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only ChFC

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Facts

FirmCornerstone Asset Management Services
Based in Broadview Heights, Ohio
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$37.6M across 480 accounts
CredentialsChFC
SEC registration Investment adviser representative in OH · CRD 1992330
Exams passedSeries 63 (1991)
Firm size9 employees
Disclosures None reported
Websitewww.cornerstoneassetmgmt.com

How Christine's firm compares

  • Cornerstone Asset Management Services's average account is about $78,000, from its Form ADV (assets managed divided by 480 accounts).

What fee-only advisors charge in Ohio

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Questions about Christine

Is Christine Bules a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christine holds no broker registration, and Cornerstone Asset Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Christine charge for financial advice?

Christine's firm, Cornerstone Asset Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Christine Bules based?

Christine Bules is based in Broadview Heights, Ohio.

What credentials does Christine Bules hold?

Christine Bules holds the ChFC credential.

Is Christine Bules registered with the SEC?

Yes. Christine Bules is registered as an investment adviser representative in OH (CRD 1992330), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Cornerstone Asset Management Services manage?

Cornerstone Asset Management Services reports $37.6M across 480 accounts in assets under management.

How do I contact Christine Bules?

Through Christine's website, www.cornerstoneassetmgmt.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
  • 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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