# Nicholas Kaplan

> Nicholas Kaplan is a fee-only financial advisor at Cornerstone Wealth Management in Westlake, Ohio, who holds the CFP credential. Nicholas 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.

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

## Facts

- **Firm:** Cornerstone Wealth Management
- **Based in:** Westlake, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $628.7M across 1,173 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Pension planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7319571 (https://adviserinfo.sec.gov/individual/summary/7319571)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.fee-onlyadvisor.com

## Frequently asked questions

### Is Nicholas Kaplan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas 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 Nicholas charge for financial advice?

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

### Where is Nicholas Kaplan based?

Nicholas Kaplan is based in Westlake, Ohio.

### What does Nicholas specialize in?

Nicholas's specialties include retirement planning and pension planning. Nicholas works with pre-retirees and retirees.

### What credentials does Nicholas Kaplan hold?

Nicholas Kaplan holds the CFP credential.

### Is Nicholas Kaplan registered with the SEC?

Yes. Nicholas Kaplan is registered as an investment adviser representative in OH (CRD 7319571), 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 Nicholas Kaplan?

Through Nicholas's website, www.fee-onlyadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7319571): 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://fee-onlyadvisor.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.