# James Foxen

> James Foxen is a fee-only financial advisor at Cornerstone Advisory in Hunt Valley, Maryland. Cornerstone Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-foxen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cornerstone Advisory
- **Based in:** Hunt Valley, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.25B across 3,135 accounts
- **CRD:** 2460533 (https://adviserinfo.sec.gov/individual/summary/2460533)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (1999), Series 65 (2017)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.cornerstoneadvisory.com/

## Frequently asked questions

### Is James Foxen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Cornerstone Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Cornerstone Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Foxen based?

James Foxen is based in Hunt Valley, Maryland.

### Is James Foxen registered with the SEC?

Yes. James Foxen is registered as an investment adviser representative in MD (CRD 2460533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cornerstone Advisory manage?

Cornerstone Advisory reports $2.25B across 3,135 accounts in assets under management.

### How do I contact James Foxen?

Through James's website, www.cornerstoneadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2460533): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.