# Spencer Schwarting

> Spencer Schwarting is a fee-only financial advisor at Cornerstone Financial Group in Omaha, Nebraska, who holds the CFP credential. Cornerstone Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/spencer-schwarting/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cornerstone Financial Group
- **Based in:** Omaha, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $292.2M across 950 accounts
- **Credentials:** CFP
- **CRD:** 6444213 (https://adviserinfo.sec.gov/individual/summary/6444213)
- **SEC registration:** Investment adviser representative in CA, CO, IA, NE, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://cornerstonefinancialgroup.com/

## Frequently asked questions

### Is Spencer Schwarting a fee-only financial advisor?

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

### How does Spencer charge for financial advice?

Spencer's firm, Cornerstone Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Spencer Schwarting based?

Spencer Schwarting is based in Omaha, Nebraska.

### What credentials does Spencer Schwarting hold?

Spencer Schwarting holds the CFP credential.

### Is Spencer Schwarting registered with the SEC?

Yes. Spencer Schwarting is registered as an investment adviser representative in CA, CO, IA, NE and TX (CRD 6444213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cornerstone Financial Group manage?

Cornerstone Financial Group reports $292.2M across 950 accounts in assets under management.

### How do I contact Spencer Schwarting?

Through Spencer's website, cornerstonefinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6444213): 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

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