Cornerstone Financial Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,563,797
Clients
101
Advisors
4
of 7 employees
About
Cornerstone Financial Management LLC is a fee‑only, SEC‑registered advisory firm serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s four‑advisor team manages roughly $167 million for about 100 clients and provides wealth management, discretionary investment management, project‑based and ongoing financial planning, and retirement plan consulting.
The firm’s investment approach emphasizes Modern Portfolio Theory with a mix of passive and active strategies, the use of Outside Managers when appropriate, and the option to construct values‑based (ESG or other socially conscious) portfolios on client request. Cornerstone integrates comprehensive financial planning into its wealth services, reviews accounts at least annually, and manages held‑away employer plans and similar accounts using an Order Management System called Pontera to implement asset allocation and rebalancing.
Cornerstone discloses an affiliation with Cornerstone Tax & Consulting, LLC and makes accounting and tax services available to clients while noting that owners and representatives of the firm are also owners of that tax entity. The firm also offers educational seminars, uses solicitor/referral arrangements (including a disclosed relationship with Halo Investing for insurance support), and requires custody with specific custodians (Fidelity, Altruist, or Betterment Securities), operational features that distinguish it from many peers.
Client services
Expertise
Fee options
Fixed fees up to $10,000 for Project-Based Financial Planning; one-time implementation fees up to $10,000 for Retirement Plan Consulting
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $7,500,000: 0.75% $7,500,001 - $10,000,000: 0.68% $10,000,001 - $999,999,999: 0.50%
Up to $400 per hour for Project-Based Financial Planning
Minimum fee: Minimum quarterly fee of $2,500 for Wealth Management Services; no minimum fee for Investment Management Services but subject to minimum quarterly fee of $2,500 Fee-only: Fee-only firm; compensation only from clients for services
Main office
10 Mall Road, Suite 301
Burlington MA 01803-4131, United States
Most active in
Connecticut · Massachusetts · New Hampshire · Rhode Island · Texas
Also doing business as
Cornerstone Financial Management · Cornerstone Financial Management LLC · Cornerstone Financial Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
George N
CFP®, CFA®, Series 63
North Kingstown, RI
Cornerstone Financial Management LLC
George Newfield is a CFP® and CFA® with five years of industry experience. He has worked at Cornerstone Financial Management LLC since 2021 and previously spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and it offers services such as discretionary portfolio management, oversight of held-away accounts, and the use of outside sub-advisors.
Kevin A
CFP®, CFA®
North Kingstown, RI
Cornerstone Financial Management LLC
As you journey through life, financial decisions become more complex, and hard to navigate alone. I partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.
Tamara N
Series 65
North Kingstown, RI
Cornerstone Financial Management LLC
Tamara Notarianni is a financial advisor at Cornerstone Financial Management LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience with firms including Northwestern Mutual and Spinnaker Asset Management Inc. Cornerstone Financial Management LLC is a fee-only, SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s team manages approximately $167 million for about 100 clients using a blend of passive and active strategies guided by Modern Portfolio Theory, with an option for values-based portfolios upon client request.
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