Cornerstone Financial Management LLC

Cornerstone Financial Management LLC at a glance

• One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 7 employees and 101 individual clients, 49 of them high net worth.
• Its average account is about $376,000 (assets it manages divided by its 444 accounts).

Fee-only advisors in Rhode Island

Facts

Cornerstone Financial Management LLC fees

Cornerstone Financial Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• George Newfield

  CFP · CFA

• Kevin Arruda

  CFP · CFA

• Tamara Notarianni

Other fee-only firms in Providence

• Eliot Rose Wealth Management
• Experience Your Wealth, LLC
• F.L.Putnam Investment Management Company
• Lodestar Wealth
• Parsons Capital Management
• Sheeley & Partners Wealth Management
• SK Wealth Management
• Zarathustra Wealth Management

Fee-only advisors in Rhode Island