# David Hoppen

> David Hoppen is a fee-only financial advisor at Cornerstone Financial Group in Omaha, Nebraska. Cornerstone Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-hoppen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cornerstone Financial Group
- **Based in:** Omaha, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $292.2M across 950 accounts
- **CRD:** 2694705 (https://adviserinfo.sec.gov/individual/summary/2694705)
- **SEC registration:** Investment adviser representative in CA, CO, IA, NE, TX
- **Exams passed:** Series 65 (1995)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://cornerstonefinancialgroup.com/

## Frequently asked questions

### Is David Hoppen a fee-only financial advisor?

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

### How does David charge for financial advice?

David's firm, Cornerstone Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Hoppen based?

David Hoppen is based in Omaha, Nebraska.

### Is David Hoppen registered with the SEC?

Yes. David Hoppen is registered as an investment adviser representative in CA, CO, IA, NE and TX (CRD 2694705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cornerstone Financial Group manage?

Cornerstone Financial Group reports $292.2M across 950 accounts in assets under management.

### How do I contact David Hoppen?

Through David's website, cornerstonefinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2694705): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.