A complete list of active advisors currently associated with Cornell Capital Group, LLC

Warmer can help you find a great advisor at Cornell Capital Group, LLC or one who fits your needs even better.

Cornell Capital Group is a small, independent advisory firm that serves individual and high‑net‑worth clients by providing financial planning and investment advisory services. Rather than directly managing client portfolios, the firm refers clients to third‑party registered investment managers and facilitates the client onboarding process. After gathering information on a client’s financial situation and objectives, the firm recommends a third‑party manager and monitors that manager’s performance, acting as a liaison and assisting with paperwork and quarterly reviews. Clients are billed according to the third‑party manager’s fee schedule and the firm receives an ongoing portion of those advisory fees as disclosed in its brochure. Compared with many peers, the firm does not provide direct portfolio management or charge its own percentage‑of‑assets fees, instead relying on referral fee arrangements with subadvisors. The principal also maintains affiliated insurance and tax‑consulting businesses and may receive commissions or other compensation from those activities, a conflict the brochure discloses and describes procedures to mitigate.

To learn more about the advisors currently working at Cornell Capital Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.