Cornerstone Financial Planning LLC

Cornerstone Financial Planning LLC (CRD# 174845) is a financial advisory firm headquartered in Williamsville, NY. They manage $49,000,000 in 473 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $103,594
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Cornerstone Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles E. Hanny
CRD#: 2982732
5500 Main Street, Suite 260, Williamsville, NY 14221
96
Wealthminder
score

Charles Hanny (CRD# 2982732) is an Investment Advisor Representative working at Cornerstone Financial Planning LLC in Williamsville, NY and has over 18 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.

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