Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
434 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$518.4M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10
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Contact
Michael Wayne Kelley
Location
27366 Center Ridge Road, Westlake, OH, 44145
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cornerstone Wealth Management
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Kelley Financial Planning, LLC
August 2018 - January 2021 · 2 yrs 5 mos
AXA Advisors, LLC
January 2018 - July 2018 · 6 mos
AXA Advisors, LLCBroker
November 2017 - July 2018 · 8 mos
Raymond James Financial Services Advisors, INC
February 2016 - October 2017 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
April 2014 - October 2017 · 3 yrs 6 mos
Valmark Securities, INC.Broker
October 2013 - April 2014 · 6 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Additional Information
Mike is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and co-owner ofCornerstone Wealth Management, a Fee-Only, Registered Investment Advisory (RIA) firm located in Westlake, Ohio. Mike and his team serve clients locally and also virtually across the country.
Contact
Michael Wayne Kelley