Cornerstone Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$265,473,090
Clients
567
Advisors
3
of 6 employees
About
Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, offering ongoing portfolio management, written Investment Policy Statements, and a range of planning services. The firm also makes cash‑management solutions available (including a FICA cash management program) and facilitates discretionary management of held‑away retirement and education accounts via the Pontera platform.
Cornerstone’s investment process emphasizes asset allocation and long‑term trading implemented under discretionary authority for many clients, and the firm cites fundamental analysis, modern portfolio theory, and quantitative analysis as its methods. Clients receive regular monitoring and rebalancing and Cornerstone offers periodic educational seminars and workshops to clients and the public at no charge.
What is notable relative to many peers is that Cornerstone acts as sponsor and portfolio manager of a wrap fee program, discloses an affiliation with an insurance agency whose representatives are licensed insurance agents (and acknowledges the potential conflicts from commissionable insurance sales), and uses third‑party referral/lead‑generation arrangements that involve paid matched leads. The brochure also describes use of custodial relationships through Schwab Institutional (including access to research and soft‑dollar benefits) and the firm’s use of Pontera to manage held‑away accounts without taking custody.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees between $300 and $2,500
$1 - $249,999: 1.25% $250,000 - $499,999: 1.15% $500,000 - $1,499,999: 1.00% $1,500,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
Financial planning services hourly fees between $150 and $300 per hour
Financial planning subscription fees between $30 and $1,000
Fee-only: Financial planning fees: Fixed fees between $300 and $2,500; Subscription fees between $30 and $1,000; Hourly fees between $150 and $300 per hour
Main office
517 N. Main Street, Suite A
Greeneville TN 37745
Advisors at this office
3
Most active in
Florida · North Carolina · South Carolina · Tennessee
Also doing business as
Cornerstone Wealth Management Group · Cornerstone Wealth, 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Alan R
Series 65
Greeneville, TN
Cornerstone Wealth Management Group
Alan Rader is a financial advisor at Cornerstone Wealth Management Group with a Series 65 designation and three years of industry experience. Prior to joining Cornerstone, he worked for nine years at Greeneville Federal Bank. Outside of his advisory role, he is the owner and operator of Angus Farm, where he manages cattle operations. Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, emphasizing asset allocation, long-term trading, and fundamental and quantitative analysis under discretionary authority. The firm offers portfolio management, written investment policy statements, and a variety of planning services, along with educational seminars and cash-management solutions.
Brian C
CFP®, Series 63
Greeneville, TN
Cornerstone Wealth Management Group
Brian Click is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Cornerstone Wealth Management Group in Greeneville, TN, and has prior experience at Cambridge Investment Research, Inc. and Cornerstone Wealth, LLC. Outside of advisory work, he operates Cornerstone Risk Management Group, an independent insurance agency. Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on asset allocation and long-term trading under discretionary authority, employing fundamental analysis, modern portfolio theory, and quantitative methods.
George S
CFP®, Series 66
Greeneville, TN
Cornerstone Wealth Management Group
George Scott is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Cornerstone Wealth Management Group since 2022, following four years at Edward Jones and six years at Greeneville Federal Bank FSB. Cornerstone Wealth Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and quantitative analysis. The firm offers discretionary and non-discretionary management, integrates held-away assets into overall portfolio oversight, and sponsors a wrap-fee program along with educational seminars for clients and the public.
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