Nicholas Kaplan
Cornerstone Wealth Management · Westlake, Ohio
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.
Request an introduction to Nicholas →
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 7319571 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.fee-onlyadvisor.com |
How Nicholas's firm compares
- Cornerstone Wealth Management's average account is about $536,000, from its Form ADV (assets managed divided by 1,173 accounts).
Request an introduction to Nicholas
Tell Nicholas a little about what you're looking for. Nicholas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nicholas
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.
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.
See something wrong? Request a correction. Read our methodology.