Cornerstone Financial Management LLC fees
Financial planner in Burlington, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Cornerstone Financial Management LLC (Burlington, MA) charges up to $400 an hour and a flat or project fee of up to $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the Massachusetts median is $300.
“Our fixed fee rate ranges up to $10,000 and our hourly rate ranges up to $400.”
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the Massachusetts median is $5,375.
From the same sentence as above.
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
- The brochure says there is no minimum
- Team size
- 7 employees
How Cornerstone Financial Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The minimum fee may be negotiable in certain cases, at our sole discretion.”
- “Fee rates may be negotiable in certain cases, at our sole discretion.”
About Cornerstone Financial Management LLC
“We offer Wealth Management Services, Investment Management Services, Project-Based Financial Planning Services, and Retirement Plan Consulting Services.”
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 101
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $167 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 26, 2026
- CRD number
- 140967 (opens in new tab)
- Phone
- (800) 527-1238
Registered or notice filed in 5 states: Connecticut, Massachusetts, New Hampshire, Rhode Island, Texas
Other planners in Burlington that publish fees
- Andante FinancialBurlingtonQuarterly $375-$1,000/qtr
- Greenway Financial Advisors LLCBurlingtonHourly $275-$500/hr, Flat $4,000-$25,000
- Curtin Financial Services, Inc.BurlingtonAnnual $500-$1,000/yr 2018 brochure
More planners in Massachusetts that publish fees
- Evergreen Wealth ManagementBostonMonthly $900/mo
- Encore Investment Advisors, LLCNorth AttleboroughAnnual up to $20,000/yr
- Linnard Financial Management & Planning, Inc.BoxboroughHourly $250/hr
- Beacon Financial Planning, IncHyannisAnnual $5,000/yr
- Infinite Summer Financial PlanningNeedhamHourly $225/hr, Flat $1,500-$7,500
- Kastel Capital Advisors, LLCWellesleyHourly $325/hr
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.