Kevin Arruda, CFP®, CFA Cornerstone Financial Management LLC
- 650 Ten Rod Road, North Kingstown, RI 02852
- (401) 648-7265
- xriva@pbearefgbarsz.pbz
- https://www.cornerstonefm.com/
About Kevin Arruda, CFP®, CFA, CKA
As you journey through life, financial decisions become more complex, and hard to navigate alone. We partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.
Ideal Clients
- Baby Boomers
- Charitable Giving
- Christian Business Owners
- Christian Faith Based
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $416+/mo
- Quarterly Fee: $1250+/qtr
- Flat Fee: $5000+/engagement
- Assets Under Management: 1.00%
