Cornerstone Financial Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cornerstone Financial Consulting LLC provides fee‑only financial planning and asset management to individuals and families, advising on cash flow, debt management, retirement, estate, tax and investment matters. The firm imposes no account minimums and prepares written financial plans based on client‑provided documents, including information about employer‑sponsored retirement plans.
The firm emphasizes a long‑term, asset‑allocation focused approach supported by fundamental analysis and research tools. Adviser does not accept discretionary trading authority and, as of December 31, 2025, reports that all assets under management were held in non‑discretionary accounts, leaving investment decisions to clients.
Compared with many peers, the firm incorporates pension and retirement‑plan consulting into its individual planning work and maintains an affiliation on a trust investment committee for a regional wealth manager. The principal’s academic finance background informs the advisory process, and the firm offers goal‑specific flat‑fee planning options and a digital custodian recommendation to streamline account setup and administration.
Client services
Expertise
Fee options
Flat fees for financial planning goals: Budgeting $100, Debt Management $100, Education $100, Asset Allocation $150, Retirement $250, Estate $150
$250 per hour for financial planning
Minimum fee: $150 annual minimum fee for asset management (billed as $12.50 monthly) Fee-only: Financial planning at $250/hour (negotiable, may be reduced or waived); flat fees for specific financial goals ($100-$250)
Main office
Arkadelphia AR
Advisors at this office
1
Most active in
Arkansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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