# Tamara Notarianni

> Tamara Notarianni is a fee-only financial advisor at Cornerstone Financial Management in North Kingstown, Rhode Island. Cornerstone Financial Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Cornerstone Financial Management
- **Based in:** North Kingstown, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $167.0M across 444 accounts
- **CRD:** 7529060 (https://adviserinfo.sec.gov/individual/summary/7529060)
- **SEC registration:** Investment adviser representative in RI
- **Exams passed:** Series 65 (2023)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.cornerstonefm.com

## Frequently asked questions

### Is Tamara Notarianni a fee-only financial advisor?

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

### How does Tamara charge for financial advice?

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

### Where is Tamara Notarianni based?

Tamara Notarianni is based in North Kingstown, Rhode Island.

### Is Tamara Notarianni registered with the SEC?

Yes. Tamara Notarianni is registered as an investment adviser representative in RI (CRD 7529060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cornerstone Financial Management manage?

Cornerstone Financial Management reports $167.0M across 444 accounts in assets under management.

### How do I contact Tamara Notarianni?

Through Tamara's website, www.cornerstonefm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7529060): 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.