# Cornerstone Financial Planning

> Cornerstone Financial Planning is a state-registered investment advisory firm in Colorado Springs, CO, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 324007
- Filed as: CORNERSTONE FINANCIAL PLANNING
- Legal name: Cornerstone Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324007
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-financial-planning-colorado-springs-co-324007

## Quick answers

**How is Cornerstone Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Financial Planning reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cornerstone Financial Planning located?**
Cornerstone Financial Planning's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Cornerstone Financial Planning registered with the SEC or a state?**
Cornerstone Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324007.

**How much does Cornerstone Financial Planning manage?**
Cornerstone Financial Planning reports $14,510,481 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**What types of clients does Cornerstone Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (5).

**Does Cornerstone Financial Planning 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/324007

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,510,481
- Discretionary: $14,510,481
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $4,950,487 |
| High net worth individuals | 5 | $9,559,994 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cornerstonefiplanning.com
- LinkedIn @daniel-huffman-cornerstonefiplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Financial Planning (CRD 324007): Form ADV filing data as of October 2026.