Cornbelt Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 22, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“For any unearned fixed financial planning fees that are collected in advance, the fee refunded will be the balance of the fees collected in advance minus an hourly rate of $225 times the number of hours of work that has been completed up to and including the day of termination.”

Flat or project fee

$500

“Financial Planning fees are charged in advance, but never more than $500 from any client more than six months in advance of provision of the services for which that amount is received.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cornbelt Financial, LLC bills

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

• “Cornbelt Financial, LLC collects portfolio management fees monthly in arrears.”
• “Send the Client(s) an invoice of fee deduction itemizing the fee, including the formula used to calculate the fee, the time period covered by the fee, and the amount of assets under management on which the fee was based.”
• “Cornbelt Financial, LLC collects portfolio management fees monthly in arrears.”

How Cornbelt Financial, LLC’s fees compare

• Its hourly rate of $225 is below the Colorado median of $300. 22% of the 231 other Colorado planners that publish an hourly rate charge less.
• 6 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Colorado median of $5,250. 3% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Cornbelt Financial, LLC

• Firm size: 4 employees.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Tax planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

13

Employees

4

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$1,760,066

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299617

Website

cornbeltfinancial.com (opens in new tab)

Phone

(303) 242-8821

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