Cedarstone Advisors fees and pricing

Financial planner in Thousand Oaks, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, Cedarstone Advisors charges $300⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$500/hr; “Cedarstone will charge an hourly fee for these services in the range of $300 to $500 per hour. 3125 Old Conejo Rd.”

Payment and refund terms, quoted from the fee section of the brochure.

“Cedarstone will send an invoice to its clients outlining the calculation of and amount of the management fee to be deducted from the client account.”
“Clients will be responsible for the prorated fees based on the number of days in the month, up to and including the date of termination and any unearned fee will be refunded to client.”

Its hourly rate of $300-$500 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
8 of the 10 other planners in Thousand Oaks that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $500,000 in assets (stated in brochure)
Clients: 191
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $198,427,826
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 172653
Website: cedarstoneadvisors.com (opens in new tab)
Phone: (888) 571-5582

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.