Timothy Whelan
Cornerstone Wealth Partners · Okemos, Michigan
Timothy Whelan 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 7364966 |
| Exams passed | Series 63 (2021) · Series 65 (2020) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | cornerstonewealthpartners.com |
How Timothy'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 Timothy
Is Timothy Whelan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?
Timothy's firm, Cornerstone Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Timothy Whelan based?
Timothy Whelan is based in Okemos, Michigan.
Is Timothy Whelan registered with the SEC?
Yes. Timothy Whelan is registered as an investment adviser representative in MI (CRD 7364966), 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 Timothy Whelan?
Through Timothy'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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