CRD: 298700
Corners Financial Planning, LLC
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
7 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2018
- Office Locations
- 1
Office Locations
5425 Peachtree Parkway Peachtree Corners GA
About Corners Financial Planning, LLC
Corners Financial Planning, LLC is a Georgia-based fiduciary RIA led by CFP John Peterson. The firm provides wealth advisory, investment management, and tax-focused financial planning for individuals including business owners and retirees, with flexible virtual or in-person meetings. Portfolios are implemented primarily with ETFs on Betterment.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$106.4K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOHN SIDNEY PETERSON
Chief Compliance Officer, Financial Advisor, MANAGING PRINCIPAL
- CRD
- #5558533
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,360,500 | -- |
| Non-Discretionary | $87,370 | -- |
| Total | $2,447,870 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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