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CORNERSTONE WEALTH MANAGEMENT

WESTLAKE, OH · CRD 106950 · IAPD ↗ · fee-onlyadvisor.com · 440-899-4000

$628.7MRegulatory AUM
4Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — CORNERSTONE WEALTH MANAGEMENT notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2026 — CORNERSTONE WEALTH MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
February 2025 — CORNERSTONE WEALTH MANAGEMENT changed its website from cornerstonewealthmgmt.com to fee-onlyadvisor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
February 2025 — CORNERSTONE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($421.0M -> $543.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — CORNERSTONE WEALTH MANAGEMENT reported RAUM up 28% ($329.9M -> $421.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.