Fee-only adviser · Duxbury, MA
WH Cornerstone Investments Inc.
WH Cornerstone Investments Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Duxbury, Massachusetts. On its latest Form ADV, filed October 1, 2026, it reports $200M in regulatory assets under management, 145 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 119725 · SEC file 801-117397 |
| Office | 11 Washington Street Duxbury, MA 02332 |
| Phone | (888) 797-9009 |
| Website | www.whcornerstone.com |
| Regulatory assets under management | $200M |
| Individual clients | 97 non-high-net-worth, 48 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Duxbury
- High Pines Wealth Management LLC $184M
- Fma Wealth Management, LLC $174M
- Florek Financial, LLC $511M
- Alco Advisors, Inc. $29M
See all 5 fee-only advisers in Duxbury →
Nearby
- Green Harbor 1 firm
- Marshfield 2 firms
- Norwell 6 firms
- Plymouth 5 firms
- Cohasset 3 firms
- Bridgewater 1 firm
- Hingham 6 firms
- East Weymouth 1 firm
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