# Cornerstone Financial Consulting, LLC

> Cornerstone Financial Consulting, LLC is a state-registered investment advisory firm in Depere, WI, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 317183
- Filed as: CORNERSTONE FINANCIAL CONSULTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Depere, WI
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317183
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-financial-consulting-llc-depere-wi-317183

## Quick answers

**How is Cornerstone Financial Consulting, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Financial Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Cornerstone Financial Consulting, LLC located?**
Cornerstone Financial Consulting, LLC's principal office is in Depere, WI, according to its Form ADV.

**Is Cornerstone Financial Consulting, LLC registered with the SEC or a state?**
Cornerstone Financial Consulting, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317183.

**How much does Cornerstone Financial Consulting, LLC manage?**
Cornerstone Financial Consulting, LLC reports $51,000,000 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Cornerstone Financial Consulting, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (487); high net worth individuals (25).

**Does Cornerstone Financial Consulting, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317183

**What changed in Cornerstone Financial Consulting, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $51,000,000
- Discretionary: $51,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 487 | $22,000,000 |
| High net worth individuals | 25 | $29,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MI, OH, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yourcornerstone.net
- Facebook @matt.kowalczyk.372
- LinkedIn @matt-kowalczyk-0b506737

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Financial Consulting, LLC (CRD 317183): Form ADV filing data as of October 2026.