# Maxwell Beals

> Maxwell Beals is a fee-only financial advisor at Cornerstone Wealth Partners in Okemos, Michigan. Cornerstone Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/maxwell-beals/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cornerstone Wealth Partners
- **Based in:** Okemos, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $145.9M across 1,273 accounts
- **CRD:** 8306356 (https://adviserinfo.sec.gov/individual/summary/8306356)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2026)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://cornerstonewealthpartners.com

## Frequently asked questions

### Is Maxwell Beals a fee-only financial advisor?

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

### How does Maxwell charge for financial advice?

Maxwell's firm, Cornerstone Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Maxwell Beals based?

Maxwell Beals is based in Okemos, Michigan.

### Is Maxwell Beals registered with the SEC?

Yes. Maxwell Beals is registered as an investment adviser representative in MI (CRD 8306356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cornerstone Wealth Partners manage?

Cornerstone Wealth Partners reports $145.9M across 1,273 accounts in assets under management.

### How do I contact Maxwell Beals?

Through Maxwell's website, cornerstonewealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8306356): 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
- The firm's website (https://cornerstonewealthpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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