Cornerstone Financial Group,llc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$25,000

“Fixed fees refer to written financial plans, which range from $5,000 to $25,000, depending on the complexity of a client's financial situation.”

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

How Cornerstone Financial Group,llc bills

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

• “Up to one-half of the fee may be payable upon initiation of our Financial Planning Services Agreement, and the balance is due after final planning delivery.”
• “For clients paying a fixed fee, the first installment will be due at the time the Agreement is executed, with subsequent fees billed either monthly or quarterly, as determined by the Agreement.”
• “If services are terminated after the initial five-day period, pre-paid fees will be prorated, and any unearned fees will be refunded to the client.”

How Cornerstone Financial Group,llc’s fees compare

• Its flat or project fee of $5,000-$25,000 is above the Nebraska median of $5,000. 84% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 16 of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Cornerstone Financial Group,llc

• Firm size: 7 employees.
• Registered as an adviser: 2025.

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

1% a year

Clients

345

Employees

7

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$292,238,045

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

129246

Website

linkedin.com/in/spencer-schwarting-cfp%C2%AE-124732bb (opens in new tab)

Phone

(402) 758-0700

Can advise clients in 7 states: California, Colorado, Florida, Iowa, Nebraska, Texas, Washington

Other planners in Omaha that publish fees

• Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
• Cambridge Advisors IncOmaha$2,500
• Canvas Retirement Planning LLCOmaha$300/hr, $500⁠-⁠$15,000
• Convergence Advisory GroupOmaha$100⁠-⁠$200/mo
• CWS Wealth PartnersOmaha$1,000⁠-⁠$5,000
• Ellerbrock-Norris Wealth Strategies LLCOmaha$250⁠-⁠$20,000

Compare all 46 planners in Omaha