Cornerstone Financial Group,llc

Cornerstone Financial Group, LLC, established in 1996, is an investment advisor based in Omaha, NE. The firm offers financial planning and investment advisory services to individuals, families, and institutions. They manage discretionary assets totaling $247,020,527 as of December 31, 2024. CFG is owned by David Hoppen, Spencer Schwarting, and Reuben Brauer. The firm provides asset management services, financial planning services, and tailors advisory services to individual client needs. They offer advice on various types of investments but do not advise on hedge funds or private securities. CFG charges annual management fees ranging from 0.30% to 1.00% based on assets under management. The firm does not charge performance-based fees or engage in side-by-side management. Clients have the option to grant discretionary or non-discretionary authority over their accounts. CFG does not vote proxies on behalf of clients and does not receive compensation for client referrals. The firm maintains custody of client assets with qualified custodians and does not receive revenue sharing payments. CFG's team includes David Hoppen, Spencer Schwarting, Reuben Brauer, Allison Cerven, and James Brauer, all of whom have clean disciplinary records and no additional forms of compensation.