Mark Lasseigne
Financial Cornerstones · The Woodlands, Texas
Mark Lasseigne is a fee-only financial advisor at Financial Cornerstones in The Woodlands, Texas, who holds the CFP credential. Mark charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Financial Cornerstones |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $81.0M across 167 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 5316062 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.financial-cornerstones.com |
| Profile |
How Mark's firm compares
- Financial Cornerstones's average account is about $485,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about Mark
Is Mark Lasseigne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Financial Cornerstones reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark charges a percentage of assets.
How much does Mark charge?
According to Financial Cornerstones's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Mark Lasseigne based?
Mark Lasseigne is based in The Woodlands, Texas.
What does Mark specialize in?
Mark's specialties include retirement planning, estate & legacy planning, tax planning, sustainable & impact investing and family wealth transfer.
What credentials does Mark Lasseigne hold?
Mark Lasseigne holds the CFP credential.
Is Mark Lasseigne registered with the SEC?
Yes. Mark Lasseigne is registered as an investment adviser representative in LA and TX (CRD 5316062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Cornerstones manage?
Financial Cornerstones reports $81.0M across 167 accounts in assets under management.
How do I contact Mark Lasseigne?
Through Mark's website, www.financial-cornerstones.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
- Financial Cornerstones 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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