# Cornerstone Financial Planning, Inc.

> Cornerstone Financial Planning, Inc. is a state-registered investment advisory firm, registered since 1998, with no regulatory assets under management reported in its Form ADV filing dated August 24, 2011.

- CRD: 121413
- Filed as: CORNERSTONE FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: August 24, 2011
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121413
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-financial-planning-inc-121413

## Quick answers

**How is Cornerstone Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Financial Planning, Inc. reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Cornerstone Financial Planning, Inc. registered with the SEC or a state?**
Cornerstone Financial Planning, Inc. is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 121413.

**Does Cornerstone Financial Planning, Inc. 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/121413

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1998 (27 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cornerstonefinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Financial Planning, Inc. (CRD 121413): Form ADV filing data as of October 2026.