TrueAdvisor
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JH
ChFC
JH
ChFC

Julianne Hertel

Cornerstone Planning Group
19 Years of Experience
Worcester, MA
Sells Insurance
View SEC Summary
View SEC Summary

Julianne Hertel is a ChFC-designated registered investment advisor at Cornerstone Planning Group, based in Worcester, MA, with 19 years of industry experience. Julianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,251 clients with $950M in assets under management.

Cornerstone Planning Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,251 clients
Average Client Portfolio
$761K average
Assets Under Management
$951.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

Standard advisory fee ranges from 0.50% to 1.35% based on portfolio complexity, risk profile, number of household accounts, and total assets managed. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

12 East Worcester Street, Worcester, MA, 01604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Julianne is an insurance broker appointed with outside carriers and operates under the DBA name Dream Big Wealth Strategies, LLC, selling New York Life products and brokering non-registered insurance products. She also volunteers for Broken Tail Rescue, is involved with the Million Dollar Round Table and its Foundation, and serves on the board of the Safe Exit Initiative, and is a notary public.

Employment History
Current Registrations
Cornerstone Planning Group
April 2026 - Present · 6 mos
Previous Registrations
Eagle Strategies LLC
September 2011 - March 2026 · 14 yrs 6 mos
Nylife Securities LLCBroker
August 2007 - March 2026 · 18 yrs 7 mos
State Registrations1 state
MA
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.
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