Cornerstone Asset Management, LLC fees
Financial planner in Hudsonville, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, Cornerstone Asset Management, LLC (Hudsonville, MI) charges $225 an hour for financial planning.
- Website: cornerstone-wealth-mgmt.com (opens in new tab)
- Call (616) 777-0598
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change.
- Hourly rate
- $225/hr
Below the Michigan median of $250; 29% of the 78 other planners in Michigan that publish an hourly rate charge less.
“A comprehensive plan can require as few as five (5) hours to as many as thirty (30) hours or more to complete, billed at $225 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2006 (20 years)
How Cornerstone Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are calculated and payable at the completion of each session.”
- “If the Client does so within five (5) days of acceptance of this disclosure brochure, the Client will receive a full refund for any prepaid fees.”
- “The fee for our services will be payable quarterly in advance.”
About Cornerstone Asset Management, LLC
“CAM offers Comprehensive Financial Planning, which addresses a variety of financial concerns.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 18
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 24, 2026
- CRD number
- 140073 (opens in new tab)
- Phone
- (616) 777-0598
More planners in Michigan that publish fees
- Haverdink Financial Management, LLCPortageHourly $150/hr
- SGH Wealth ManagementLathrup VillageHourly $225/hr, Flat $300-$1,000
- Arbor Wealth Advisors LLCTroyHourly $300/hr, Flat $8,000-$50,000
- Hardy Financial PlanningAnn ArborHourly $150/hr, Flat $250-$5,000
- Entrusted Stewardship LLCHollandHourly $400/hr, Flat $3,000-$5,000
- Efficient Planning Solutions LLCOak ParkAnnual from $750/yr
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.