Michael Kelley
Cornerstone Wealth Management · Westlake, Ohio
Michael Kelley is a fee-only financial advisor at Cornerstone Wealth Management in Westlake, Ohio, who holds the CFP credential. Michael focuses on retirement planning and pension planning. Cornerstone Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Cornerstone Wealth Management |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $628.7M across 1,173 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6146459 |
| Exams passed | Series 63 (2014) · Series 65 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.fee-onlyadvisor.com |
How Michael's firm compares
- Cornerstone Wealth Management's average account is about $536,000, from its Form ADV (assets managed divided by 1,173 accounts).
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Questions about Michael
Is Michael Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Cornerstone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Cornerstone Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Kelley based?
Michael Kelley is based in Westlake, Ohio.
What does Michael specialize in?
Michael's specialties include retirement planning and pension planning. Michael works with pre-retirees and retirees.
What credentials does Michael Kelley hold?
Michael Kelley holds the CFP credential.
Is Michael Kelley registered with the SEC?
Yes. Michael Kelley is registered as an investment adviser representative in OH (CRD 6146459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Wealth Management manage?
Cornerstone Wealth Management reports $628.7M across 1,173 accounts in assets under management.
How do I contact Michael Kelley?
Through Michael's website, www.fee-onlyadvisor.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
- Cornerstone Wealth Management 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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