A complete list of active advisors currently associated with Cornerstone Wealth Partners, LLC

Warmer can help you find a great advisor at Cornerstone Wealth Partners, LLC or one who fits your needs even better.

Cornerstone Wealth Partners is a team‑based, SEC‑registered investment adviser that serves primarily individual investors, plan sponsors, trusts, estates, charitable organizations and small businesses. The firm provides financial planning, portfolio management for individual accounts, IRA/retirement‑rollover guidance and college‑savings advice, and manages approximately $146 million for roughly 429 client households through discretionary management and co‑advisor arrangements. Investment decisions are driven by an academic, evidence‑based approach that uses globally diversified mutual fund and ETF models with periodic (typically quarterly) rebalancing; Cornerstone also offers a co‑advisory relationship with a third‑party manager for some accounts. The firm commonly charges percentage‑of‑AUM advisory fees and augments portfolio management with investor education materials, ongoing financial consultations, and optional coaching services. Distinctive features disclosed in the brochure include a consent order with the California Department of Financial Protection and Innovation related to unlicensed advisory activity during 2020–2023, which resulted in payment of past due licensing fees ($375) and $15,000 in penalties. The firm also routinely hosts no‑charge public coaching events and educational seminars, permits certain employees to sell insurance products on a commission basis, and reports a client base that is primarily non‑high‑net‑worth individuals—each of which is less common among comparable team advisers.

To learn more about the advisors currently working at Cornerstone Wealth Partners, 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.