Jon-Wesley Davis
Jon-Wesley Davis is a CFA-designated registered investment advisor at Cornerstone Wealth Planning, based in New Gloucester, ME, with 15 years of industry experience. Jon-Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 194 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Wealth Planning's investment management fees are negotiated and paid quarterly in advance, based on the value of your portfolio. Fees will generally not exceed 1.5%. The fee covers advisory services and transaction costs, but not the expenses charged by the mutual funds or ETFs in your portfolio.
Location
49 Farm View Dr., Suite 302, New Gloucester, ME, 04260
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jon-Wesley operates Cornerstone Wealth Planning as a DBA for his LPL business since 2015. He also provides investment advisory services through Cornerstone Wealth Planning as a Registered Investment Advisor Hybrid, spending nearly full-time on this activity.
Employment History
Current Registrations
Cornerstone Wealth Planning
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lake Street Advisors, LLC
State Registrations3 states
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