Cornerstone Financial Planning LLC
Cornerstone Financial Planning LLC (CRD# 174845) is a financial advisory firm headquartered in Williamsville, NY. They manage $70,553,021 in 488 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management71MILLION
Total Number of Accounts488ACCOUNTS
Average Account Value$144,576
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Charles Hanny (CRD# 2982732) is an Investment Advisor Representative working at Cornerstone Financial Planning LLC in Williamsville, NY and has over 20 years of experience in the finance industry. Charles Hanny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.