Herman Chang
Cornerstone Asset Advisors · Solana Beach, California
Herman Chang is a fee-only financial advisor at Cornerstone Asset Advisors in Solana Beach, California. Cornerstone Asset Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Cornerstone Asset Advisors |
|---|---|
| Based in | Solana Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $69.1M across 101 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2547864 |
| Exams passed | Series 63 (1995) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cornerstoneaa.com |
How Herman's firm compares
- Cornerstone Asset Advisors's average account is about $684,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Herman
Is Herman Chang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Herman holds no broker registration, and Cornerstone Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Herman charge for financial advice?
Herman's firm, Cornerstone Asset Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Herman Chang based?
Herman Chang is based in Solana Beach, California.
Is Herman Chang registered with the SEC?
Yes. Herman Chang is registered as an investment adviser representative in CA (CRD 2547864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Asset Advisors manage?
Cornerstone Asset Advisors reports $69.1M across 101 accounts in assets under management.
How do I contact Herman Chang?
Through Herman's website, www.cornerstoneaa.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 Asset 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.
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