CORNERSTONE WEALTH MANAGEMENT GROUP

517 N. Main Street
Suite A
Greeneville, Tennessee 37745
Tel: 423-588-7151

About CORNERSTONE WEALTH MANAGEMENT GROUP

CORNERSTONE WEALTH MANAGEMENT GROUP, formally registered with the SEC as CORNERSTONE WEALTH MANAGEMENT GROUP. The firm was established in 03/01/2022. They have over 1 offices throughout the country.

CORNERSTONE WEALTH MANAGEMENT GROUP is a Greeneville, Tennessee based Financial Planning firm with nearly $190,571,907 assets under management, offering retirement planning & investment advisory services to 1275 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313269
SEC#	801-123282
Assets Managed by Firm	$190,571,907
No. of Clients	1275
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1275	$190,571,907
Individuals (other than high net worth individuals)	482	$96,905,859
High net worth individuals	51	$81,123,339
Pension and profit sharing plans	27	$11,058,989
Charitable organizations	4	$1,483,720

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