Cornerstone Wealth Partners, Llc

2525 JOLLY ROAD, SUITE 200, Okemos, Michigan 48864

SEC CRD#146602

Last ADV filed: 11/19/2025

Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee2.00%of assets under management

Flat Feeflat fee ranging from $100 to $10,000per year

Detailed Fee Schedule

combined for a reduced fee. Please note, total fees charged will not exceed 2% of assets under management per year. Lower fees for comparable services may be available from other sources. Annual fees paid to Cornerstone Wealth Partners are collected quarterly, in advance, at one- fourth the annual r

Source: Form ADV Part 2 Brochure

Compensation methods:

Percentage of AUMFixed fees

Disciplinary Disclosures

This firm has 4 disclosures on record with the SEC.

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.