Financial Cornerstones, LLC
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About
Financial Cornerstones provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates and business entities. The firm offers individualized portfolio management and consulting and sponsors a Wrap Comprehensive Portfolio Management program through which it delivers its advisory services.
The firm’s investment approach blends technical/charting and cyclical analysis with fundamental, quantitative and sector analysis, and it emphasizes fixed‑income strategies with duration constraints and periodic rebalancing to target duration. Management is discretionary within client‑imposed restrictions, typically oriented toward longer holding periods while maintaining conservative short‑term cash investments for liquidity and fee settlement.
What is distinctive is that the firm both offers and sponsors a wrap‑fee program and receives a portion of the wrap fee, with its comprehensive portfolio management services provided only through wrapped accounts and a negotiable recommended minimum for those accounts. The brochure also discloses custodial recommendations (Schwab), that the firm does not charge performance‑based fees or sell commissionable securities in advisory accounts, and that it forwards proxy materials to clients rather than accepting proxy‑voting authority.
Client services
Expertise
Fee options
Account minimum: $500,000
Main office
9400 Grogans Mill Rd., Suite 225
The Woodlands TX 77380
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Cornerstone Investment Management, LLC · Financial Cornerstones, 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 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.
Forms ADV
Quick links
Advisors at this firm
Mark L
CFP®, Series 66
The Woodlands, TX
Financial Cornerstones, LLC
Mark Lasseigne is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. He has worked at Raymond James Financial Services and Raymond James Financial Services Advisors before founding Financial Cornerstones, LLC in 2019. Financial Cornerstones, LLC serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing comprehensive portfolio management through a wrap-fee program and general financial planning. The firm utilizes multiple analytical methods—including technical analysis, cyclical and quantitative approaches, and fundamental and sector analysis—and implements disciplined fixed-income management and long-term purchase strategies.
Christopher H
Series 65
The Woodlands, TX
Financial Cornerstones, LLC
Christopher Hughes is a financial advisor at Financial Cornerstones, LLC in The Woodlands, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Financial Cornerstones, he worked in various roles at medical and healthcare organizations from 2014 to 2026. Financial Cornerstones provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers individualized portfolio management and sponsors a wrap-fee program, combining technical, fundamental, and quantitative analysis with an emphasis on fixed-income strategies and discretionary management within client-imposed restrictions.
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