Samuel DeGoffau
Cornerstone Wealth Partners · Okemos, Michigan
Samuel DeGoffau 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.
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Facts
| Firm | Cornerstone Wealth Partners |
|---|---|
| Based in | Okemos, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $145.9M across 1,273 accounts |
| SEC registration | Investment adviser representative in MI · CRD 8307174 |
| Exams passed | Series 65 (2026) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | cornerstonewealthpartners.com |
How Samuel's firm compares
- Cornerstone Wealth Partners's average account is about $115,000, from its Form ADV (assets managed divided by 1,273 accounts).
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Questions about Samuel
Is Samuel DeGoffau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, Cornerstone Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samuel DeGoffau based?
Samuel DeGoffau is based in Okemos, Michigan.
Is Samuel DeGoffau registered with the SEC?
Yes. Samuel DeGoffau is registered as an investment adviser representative in MI (CRD 8307174), 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 Samuel DeGoffau?
Through Samuel's website, cornerstonewealthpartners.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 Partners 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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