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They include 52 individual clients, 49 high-net-worth individuals and 7 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cornerstone Financial Management offer?","answer":"Cornerstone Financial Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cornerstone Financial Management charge?","answer":"Cornerstone Financial Management charges 0.50%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.","source":"CORNERSTONE FINANCIAL MANAGEMENT ADV PART 2A BROCHURE MARCH 2025, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cornerstone Financial Management use?","answer":"Cornerstone Financial Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $160M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cornerstone Financial Management have?","answer":"Cornerstone Financial Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cornerstone Financial Management invest in?","answer":"At the end of its last fiscal year, Cornerstone Financial Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 6% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cornerstone Financial Management?","answer":"Cornerstone Financial Management’s direct owners are Kevin Arruda (50% to 75%) and George Newfield (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cornerstone Financial Management get paid?","answer":"Cornerstone Financial Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Cornerstone Financial Management registered with the SEC?","answer":"Yes, Cornerstone Financial Management has been registered with the SEC as an investment adviser since 30 April 2024. Its CRD number is 140967 and its SEC file number is 801-130130.","source":"Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Cornerstone Financial Management?","answer":"Cornerstone Financial Management’s main office is at 10 Mall Road, Suite 301, Burlington, MA 01803-4131. Its phone number is 800-527-1238. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}