David Summers
Cornerstone Financial · Atlanta, Georgia
David Summers is a fee-only financial advisor at Cornerstone Financial in Atlanta, Georgia. Cornerstone Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Cornerstone Financial |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $118M across 313 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4493361 |
| Exams passed | Series 63 (2002) · Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.corstonefinancial.com |
How David's firm compares
- Cornerstone Financial's average account is about $377,000, from its Form ADV (assets managed divided by 313 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Summers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Cornerstone Financial 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, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Summers based?
David Summers is based in Atlanta, Georgia.
Is David Summers registered with the SEC?
Yes. David Summers is registered as an investment adviser representative in GA (CRD 4493361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Financial manage?
Cornerstone Financial reports $118M across 313 accounts in assets under management.
How do I contact David Summers?
Through David's website, www.corstonefinancial.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.
See something wrong? Request a correction. Read our methodology.