Kevin Arruda
Cornerstone Financial Management LLC · Providence, Rhode Island
Kevin Arruda is a fee-only financial advisor at Cornerstone Financial Management LLC in Providence, Rhode Island, who holds the CFP and CFA credentials. Kevin focuses on estate & legacy planning, sustainable & impact investing and retirement planning. Cornerstone Financial Management LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Cornerstone Financial Management LLC |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $167.0M across 444 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA, RI, TX · CRD 5356913 |
| Exams passed | Series 63 (2007) · Series 65 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | cornerstonefm.com |
| Profile |
How Kevin's firm compares
- Cornerstone Financial Management LLC's average account is about $376,000, from its Form ADV (assets managed divided by 444 accounts).
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Questions about Kevin
Is Kevin Arruda a fee-only financial advisor?
Yes. Kevin Arruda is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.
How does Kevin charge for financial advice?
Kevin's firm, Cornerstone Financial Management LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Arruda based?
Kevin Arruda is based in Providence, Rhode Island.
What does Kevin specialize in?
Kevin's specialties include estate & legacy planning, sustainable & impact investing and retirement planning.
What credentials does Kevin Arruda hold?
Kevin Arruda holds the CFP and CFA credentials.
Is Kevin Arruda registered with the SEC?
Yes. Kevin Arruda is registered as an investment adviser representative in MA, RI and TX (CRD 5356913), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Cornerstone Financial Management LLC manage?
Cornerstone Financial Management LLC reports $167.0M across 444 accounts in assets under management.
How do I contact Kevin Arruda?
Through Kevin's website, cornerstonefm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Providence
Other advisors in Rhode Island who focus on estate & legacy planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Cornerstone Financial Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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