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Cornerstone Financial Planning

Cornerstone Financial Planning. CRD 324007

Cornerstone Financial Planning logo

CRD: 324007

Cornerstone Financial Planning

Colorado Springs, CO
7192043965
cornerstonefiplanning.com
$14.5M Total AUM
$14.5M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
ZenithPeak beacon +more
Established Date
02-23-2023
Office Locations
1

Office Locations

-- Colorado Springs CO

About Cornerstone Financial Planning

Cornerstone Financial Planning is a Colorado Springs–based RIA providing flat-fee wealth management and financial planning aimed at financial independence. The firm delivers life and retirement planning, cash flow, estate and strategic tax planning, plus investment advice and ongoing investment management, with optional real estate financial advisory services and support for equity compensation and self-employment complexity. Custody is with Charles Schwab.

Team overview

-- AVG AGE
$14.5M AVG AUM / ADVISOR
$483.7K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

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Asset Classes

Meridian capital Timber horizon Capital meridian

Client Personas

Frontier

Custodian

Meridian wave Zenith vector Eagle

Fund Managers

Frontier horizon

Investment Themes

Radial Quantum unison

Investment Vehicles

Focus Alpha frontier Optima

Platform

Matrix

Services

Beacon momentum Pathway matrix Horizon Vital North Catalyst Pathway peak Momentum Legacy radial Value ember Zenith Value element

Technology

Vertex matrix Vital Peak Meridian

Owner & Executives

Daniel Huffman

Daniel Huffman

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#7672356
Ownership
75% or more
(313) 493-1916
legacy.peak@signalcapital.com
in linkedin.com/in/vertex-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $14,510,481 --
Non-Discretionary $0 --
Total $14,510,481 --

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Separately Managed Accounts

Total SMA Asset: $14,510,481

$14.5M Total SMA
Equity - Exchange:
6.0%
Equity - OTC:
30.9%
U.S. Government/Agency:
7.9%
Cash:
32.5%
Municipal Bonds:
22.7%
Asset class Assets Assets %
Equity - Exchange $259,450,659 6.0%
Equity - OTC $1,336,170,892 30.9%
U.S. Government/Agency $341,610,034 7.9%
Cash $1,405,357,735 32.5%
Municipal Bonds $981,588,325 22.7%
Total $4,324,177,645 100.0%

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