Cornerstone Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We shall perform such extraordinary services specifically related to trust disbursements at the rate of $250.00 per hour, which amounts shall be included as an adjusted line item within the Client's quarterly management fee billing.”

Flat or project fee

$2,500⁠-⁠$10,000

“The negotiable fee for a financial plan will range between $2500 and $10,000.”

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

How Cornerstone Advisory bills

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

• “Our annual portfolio management fee shall be prorated and paid quarterly, in advance, based upon the available market value of the Assets at the close of the previous quarter.”
• “For the avoidance of doubt, the annual fee shall be prorated and applied to each deposit made in the account during the quarter.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Cornerstone Advisory’s fees compare

• Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Hunt Valley that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Maryland median of $4,335. 79% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Hunt Valley that publish a flat or project fee charge less.

About Cornerstone Advisory

• Firm size: 19 employees.
• Registered as an adviser: 2007 (19 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

2% a year

Clients

808

Employees

19

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting

Assets managed

$2,249,006,784

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

142359

Website

cornerstoneadvisory.com (opens in new tab)

Phone

(410) 468-1693

Can advise clients in 25 states: California, District of Columbia, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, West Virginia

Other planners in Hunt Valley that publish fees

• Bay Harbor Wealth Management, LLCHunt Valley$500/hr, $500⁠-⁠$10,000
• Financial ConsulateHunt Valley$200/hr, $5,000
• Opulentia, LLCHunt Valley$450/hr, $3,000⁠-⁠$15,000
• Perspective Wealth ManagementHunt Valley$300/qtr
• Verdence Capital Advisors, LLCHunt Valley$250⁠-⁠$500/hr, $5,000⁠-⁠$100,000

Compare all 7 planners in Hunt Valley