A complete list of active advisors currently associated with Legacy Cornerstone Wealth LLC
Warmer can help you find a great advisor at Legacy Cornerstone Wealth LLC or one who fits your needs even better.
Legacy Cornerstone Wealth serves a range of individual and institutional clients — including individuals and high‑net‑worth households, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations — and generally requires a minimum household size for new relationships. The firm provides discretionary portfolio management, financial planning (including multi‑meeting Monte Carlo retirement analyses), and retirement‑plan/pension consulting and fiduciary services. The firm delivers investment management through an asset‑based, fee model and can implement advice using in‑house proprietary models, third‑party model managers on the SEI platform, or other sub‑advisers, and it exercises trading discretion when authorized by the client. Financial planning is offered via in‑depth interviews and written reports, accounts are reviewed at least annually (and more often when needed), and sub‑adviser performance and model allocations are regularly monitored. Noteworthy distinctions in the brochure include a focused offering of ERISA and qualified‑plan services (non‑discretionary 3(21) advice, discretionary 3(38) implementation, IPS/model construction and plan‑sponsor consulting), and the principal’s licensed insurance activity with disclosure that insurance recommendations may generate commission compensation and that an affiliated entity previously received client payments (and is being dissolved). The brochure also discloses the firm’s mix of proprietary versus third‑party model strategies and related conflicts of interest, and indicates the use of third‑party ratings and client testimonials in its marketing materials.
To learn more about the advisors currently working at Legacy Cornerstone Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Peoria, AZ
| 12
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)