George Newfield
Cornerstone Financial Management · North Kingstown, Rhode Island
George Newfield is a fee-only financial advisor at Cornerstone Financial Management in North Kingstown, Rhode Island, who holds the CFP and CFA credentials. Cornerstone Financial Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cornerstone Financial Management |
|---|---|
| Based in | North Kingstown, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $167.0M across 444 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CT, MA, RI, TX · CRD 5540958 |
| Exams passed | Series 63 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cornerstonefm.com |
How George's firm compares
- Cornerstone Financial Management's average account is about $376,000, from its Form ADV (assets managed divided by 444 accounts).
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Questions about George
Is George Newfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Cornerstone Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Cornerstone Financial Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is George Newfield based?
George Newfield is based in North Kingstown, Rhode Island.
What credentials does George Newfield hold?
George Newfield holds the CFP and CFA credentials.
Is George Newfield registered with the SEC?
Yes. George Newfield is registered as an investment adviser representative in CT, MA, RI and TX (CRD 5540958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Financial Management manage?
Cornerstone Financial Management reports $167.0M across 444 accounts in assets under management.
How do I contact George Newfield?
Through George's website, www.cornerstonefm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kingstown
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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