Daniel Huffman
Cornerstone Financial Planning · Other, California
Daniel Huffman is a fee-only financial advisor at Cornerstone Financial Planning in Other, California, who holds the ChFC credential. Daniel charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $8,000 a year) and focuses on flat-fee planning, retirement planning and real estate investors.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Real estate investors
Facts
| Firm | Cornerstone Financial Planning |
|---|---|
| Based in | Other, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year |
| Works virtually | Yes |
| Accepting new clients | Not currently |
| Assets under management | $14.5M across 72 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 7672356 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cornerstonefiplanning.com |
| Profile |
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Questions about Daniel
Is Daniel Huffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Cornerstone Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a flat fee or retainer and an ongoing planning fee.
How much does Daniel charge?
According to Cornerstone Financial Planning's website, checked October 30, 2026: ongoing planning from $8,000 a year.
Does Daniel work with clients virtually?
Yes. Cornerstone Financial Planning says on its website that it works with clients remotely.
Where is Daniel Huffman based?
Daniel Huffman is based in Other, California.
What does Daniel specialize in?
Daniel's specialties include flat-fee planning, retirement planning, real estate investors, tax planning and estate & legacy planning. Daniel works with retirees, pre-retirees and real estate investors.
What credentials does Daniel Huffman hold?
Daniel Huffman holds the ChFC credential.
Is Daniel Huffman registered with the SEC?
Yes. Daniel Huffman is registered as an investment adviser representative in CA, CO and TX (CRD 7672356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Financial Planning manage?
Cornerstone Financial Planning reports $14.5M across 72 accounts in assets under management.
How do I contact Daniel Huffman?
Through Daniel's website, www.cornerstonefiplanning.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 Financial Planning 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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