Cornerstone Asset Management Services, Inc. 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

$100⁠-⁠$300/hr

“$100 - $300 per hour or a range of $100 to $20,000 for a flat fee.”

Annual fee

$100⁠-⁠$1,000/yr

“For Ongoing Advisory Services the initial annual retainer is quoted annually and can range between $100 and $1,000 a year.”

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

How Cornerstone Asset Management Services, Inc. bills

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

• “These fees (all options) are billed calendar quarterly in arrears.”
• “The balance is due and billed to client after services are provided.”
• “It is payable in quarterly installments, in advance.”

How Cornerstone Asset Management Services, Inc.’s fees compare

• Its hourly rate of $100-$300 spans the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its annual fee of $100-$1,000 is below the Ohio median of $5,000. 3% of the 79 other Ohio planners that publish an annual fee charge less.

About Cornerstone Asset Management Services, Inc.

• Firm size: 9 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2012 (14 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

280

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$37,599,619

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

137712

Website

twitter.com/cornerstoneams (opens in new tab)

Phone

(440) 746-0707

Can advise clients in 7 states: Arizona, Indiana, Kansas, Michigan, Montana, Ohio, Texas

Other planners in Broadview Heights that publish fees

• CBS Funding, Inc.Broadview Heights$250/hr
• Kith & Kin WealthBroadview Heights$350/mo, $4,200/yr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr

Compare all 4 planners in Broadview Heights