HC
ChFC
HC
ChFC
Horace Cozart is a ChFC-designated registered investment advisor at Cornerstone Advisors LLC, based in Fayetteville, AR, with 6 years of industry experience. Horace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 58 clients with $280M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
58 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$276.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4201 Shiloh Dr, Suite 1600, Fayetteville, AR, 72703
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
May 2010Judgment / Lien
February 2009Employment History
Current Registrations
Cornerstone Advisors LLC
October 2025 - Present · 6 mos
Previous Registrations
Cornerstone Registered Investment Advisors
August 2018 - December 2023 · 5 yrs 4 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2007 - June 2007 · 5 mos
State Registrations1 state
AR
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.