James Foxen
Cornerstone Advisory · Hunt Valley, Maryland
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.
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Facts
| Firm | Cornerstone Advisory |
|---|---|
| Based in | Hunt Valley, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.25B across 3,135 accounts |
| SEC registration | Investment adviser representative in MD · CRD 2460533 |
| Exams passed | Series 63 (1999) · Series 65 (2017) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.cornerstoneadvisory.com |
How James's firm compares
- Cornerstone Advisory's average account is about $717,000, from its Form ADV (assets managed divided by 3,135 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Hunt Valley
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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