Timothy Baker
Cornerstone Asset Management Services · Broadview Heights, Ohio
Timothy Baker is a fee-only financial advisor at Cornerstone Asset Management Services in Broadview Heights, Ohio. Cornerstone Asset Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cornerstone Asset Management Services |
|---|---|
| Based in | Broadview Heights, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.6M across 480 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2589837 |
| Exams passed | Series 63 (2012) · Series 65 (2024) · Series 66 (2003) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cornerstoneassetmgmt.com |
| Profile |
How Timothy's firm compares
- Cornerstone Asset Management Services's average account is about $78,000, from its Form ADV (assets managed divided by 480 accounts).
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Questions about Timothy
Is Timothy Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Cornerstone Asset Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Cornerstone Asset Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Baker based?
Timothy Baker is based in Broadview Heights, Ohio.
Is Timothy Baker registered with the SEC?
Yes. Timothy Baker is registered as an investment adviser representative in OH (CRD 2589837), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cornerstone Asset Management Services manage?
Cornerstone Asset Management Services reports $37.6M across 480 accounts in assets under management.
How do I contact Timothy Baker?
Through Timothy's website, www.cornerstoneassetmgmt.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
- 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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