Cobblestone Wealth Advisors fees and pricing
Financial planner in Brooklyn, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Cobblestone Wealth Advisors charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The hourly rate for limited scope engagements is $500 per hour, first hour or partial hour and $250 per half hour for every hour after the first hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cobblestone Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have pre-paid financial planning fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The advisory fee you pay to the MM is established and payable in accordance with the brochure provided by each MM to whom you are referred.”
- “You should review each MM's brochure for specific information on how you may terminate your advisory relationship with the MM and how you may receive a refund, if applicable.”
How Cobblestone Wealth Advisors’ fees compare
- Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.
- 13 of the 14 other planners in Brooklyn that publish an hourly rate charge less.
About Cobblestone Wealth Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2000 (26 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125561
- Phone
- (718) 633-9500
Other planners in Brooklyn that publish fees
- AffluenceBrooklyn$350-$550/mo
- Boerum Hill Financial Advisors LLCBrooklyn$175-$300/hr
- Bridge Capital ManagementBrooklyn$350-$500/hr, $1,000-$3,000
- Brooklyn Fi, LLCBrooklyn$500-$2,000/mo, $6,000-$24,000/yr
- Canny Capital Management, LLCBrooklyn$99/hr
- Civitas Management LLCBrooklyn$1,000-$10,000, $250-$2,500/mo
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.