Pricing for Financial Planning Services

Our Fee Schedule

Cornerstone Wealth Management - Pricing
Cornerstone Wealth Management is nationally recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning. 
Cornerstone Wealth Management is nationally recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning. 
Cornerstone Wealth Management - Pricing

A Simple Fee Structure

Cornerstone has a simple fee structure.

  • A single, one-time fee for creating a plan for you.
  • A fee for investments we manage for you.

Financial Planning Fee

Cornerstone offers a menu of financial planning services. Planning fees start at $4,900 and increase based on the complexity of work required.

To determine what your cost would be, we offer an initial complimentary meeting. Following this meeting, Cornerstone will quote a specific fee.

Investment Management Fees

Assets Under ManagementAnnual Fee
Up to $2,000,0001.00%
$2,000,000 to $3,000,0000.90%
$3,000,000 to $5,000,0000.80%
$5,000,000 to $10,000,0000.70%
$10,000,000 to $25,000,0000.60%
Over $25,000,000Call

If we prepare your financial plan, this investment management fee also includes plan updates at no additional charge. 

FAQs On How We Get Paid

Q. Who is the best fit for the services Cornerstone provides and fees you charge?

A. Couples and individuals who:

  • Are age 50 and older
  • Have investable assets of $1 million or greater, or who are on a path that will get them there in the future.
  • Are professionals, business owners, “sudden money” recipients, or retirees
  • Wish to explore a variety of financial scenarios

Q. What is the range of planning services offered under the financial planning fee?

A. Click here to see a Menu Of Services we provide.

Q. When are financial planning fees due?

A. Twenty-five percent (25%) of the planning fees are due at the start of the plan. The balance (75%) is due either when the final plan and recommendations are delivered or 90 days from the beginning of planning work, whichever occurs first.

Q. What methods of payment do you accept?

A. Personal check, business check, PayPal, or Zelle. Cash payment is not permitted.

Q. Can I get assistance with investment management only and not financial planning?

A. Yes. Although nearly all clients start our work together with a financial plan, we have some clients where a plan may not be necessary. In these cases, Cornerstone will still need to understand your financial circumstances to give suitable investment advice. But a plan is not required for all engagements.

Q. Can I get assistance with a financial plan only and not investment management?

A. No. We only work with couples and individuals for the long term, not transactionally.

Q. How many clients do you work with?

A. Cornerstone is committed to working with no greater than 100 households. Studies have shown that each advisor can work with no more than 150 families before the advisor begins losing touch with the people they serve. With two lead planners at Cornerstone, at 100 households, we would be at less than one-third of that tipping point. This “fewer is better” policy is how we can offer highly personal, timely advice to clients we serve.

Let's Talk.

Get your complimentary appointment with one of Cornerstone's professional financial advisers today, and get real clarity on the most important money decisions you may ever make.

Looking for Financial Confidence in Retirement?

Contact us for your complimentary consultation today, and take control of your financial future in retirement

Good Things Come to Those Who Click!

Financial Guidance

Cornerstone Wealth Management is recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning.

Are You In The Middle of a Life Transition?

Contact us for your complimentary consultation today, and take control of your financial future in retirement

In Search of Financial Guidance for Life Transitions?

Contact us for your complimentary consultation today, and take control of your financial future in retirement.