Cornerstone Advisors fees and pricing

Financial planner in Topeka, Kansas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Cornerstone Advisors charges $150⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$300/hr; “Hourly fees for financial plans range from $150 to $300.”

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

“The fees for Investment Management are based on an annual percentage of assets under management and are applied to the household asset value on a pro-rata basis and billed quarterly in arrears.”
“The initial fee will be based upon the market value of the portfolio on the last business day of the partial quarter, prorated based on the number of days when the Account(s) first received funds or securities during the quarter.”
“You may pay the advisory fees directly to our Firm by check.”

Its hourly rate of $150-$300 spans the Kansas median of $250. 32% of the 59 other Kansas planners that publish an hourly rate charge less.
2 of the 3 other planners in Topeka 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
Clients: 464
Employees: 2
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $265,133,083
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 114510
Website: cstonegroup.com (opens in new tab)
Phone: (785) 273-2685

Is something on this page wrong or out of date?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.