Dennis Channer
Cornerstone Investment Advisors · Boulder, Colorado
Dennis Channer is a fee-only financial advisor at Cornerstone Investment Advisors in Boulder, Colorado, who holds the CFP credential. Dennis focuses on retirement planning. Cornerstone Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Dennis →
Specialties
Who they serve
- Retirees
Facts
| Firm | Cornerstone Investment Advisors |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $180.8M across 260 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 1644005 |
| Exams passed | Series 63 (1990) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cstoneinvest.com |
| Profile |
How Dennis's firm compares
- Cornerstone Investment Advisors's average account is about $696,000, from its Form ADV (assets managed divided by 260 accounts).
Request an introduction to Dennis
Tell Dennis a little about what you're looking for. Dennis 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 Dennis
Is Dennis Channer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Cornerstone Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Cornerstone Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dennis Channer based?
Dennis Channer is based in Boulder, Colorado.
What does Dennis specialize in?
Dennis's specialties include retirement planning. Dennis works with retirees.
What credentials does Dennis Channer hold?
Dennis Channer holds the CFP credential.
Is Dennis Channer registered with the SEC?
Yes. Dennis Channer is registered as an investment adviser representative in CO (CRD 1644005), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Investment Advisors manage?
Cornerstone Investment Advisors reports $180.8M across 260 accounts in assets under management.
How do I contact Dennis Channer?
Through Dennis's website, www.cstoneinvest.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 Investment Advisors 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.
See something wrong? Request a correction. Read our methodology.