Donald Dusick
Cornerstone Financial · Atlanta, Georgia
Donald Dusick 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.
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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, TX · CRD 1543107 |
| Exams passed | Series 63 (1986) · Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.corstonefinancial.com |
How Donald's firm compares
- Cornerstone Financial's average account is about $377,000, from its Form ADV (assets managed divided by 313 accounts).
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Questions about Donald
Is Donald Dusick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald 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 Donald charge for financial advice?
Donald's firm, Cornerstone Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Dusick based?
Donald Dusick is based in Atlanta, Georgia.
Is Donald Dusick registered with the SEC?
Yes. Donald Dusick is registered as an investment adviser representative in GA and TX (CRD 1543107), 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 Donald Dusick?
Through Donald'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.
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