Tamara Notarianni
Cornerstone Financial Management · North Kingstown, Rhode Island
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.
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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 | $167.0M across 444 accounts |
| SEC registration | Investment adviser representative in RI · CRD 7529060 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cornerstonefm.com |
How Tamara's firm compares
- Cornerstone Financial Management's average account is about $376,000, from its Form ADV (assets managed divided by 444 accounts).
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Questions about Tamara
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kingstown
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
- 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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