Cornerstone Asset Advisors Inc. fees and pricing
Financial planner in Solana Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 2, 2026, Cornerstone Asset Advisors Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Services are offered based on an hourly fee of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cornerstone Asset Advisors Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Investment management fees are billed quarterly in arrears, meaning that we invoice you after the billing period.”
How Cornerstone Asset Advisors Inc.’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- None of the 4 other planners in Solana Beach that publish an hourly rate charge less.
About Cornerstone Asset Advisors Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 31
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $69,063,483
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281865
- Phone
- (760) 277-1471
Other planners in Solana Beach that publish fees
- Blankinship & Foster, LLCSolana Beach$300/hr
- D. M. Brenner, Inc.Solana Beach$15,000, $10,000/yr
- DLK Investment ManagementSolana Beach$250-$500/hr, $3,000/yr
- Focus Investment Advisors, IncSolana Beach$300/hr, $1,000-$5,000
- Measured Money ManeuversSolana Beach$250-$350/hr, $2,500-$10,000
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.