Cornerstone Financial Planning fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 2, 2026, Cornerstone Financial Planning charges a flat or project fee of $5,000 and an annual fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“The annual flat advisory fee is $5,000, billed quarterly in arrears.”
- Annual fee
- $8,000/yr
“Wealth Building Annual Fee: $8,000* Designed for households in the accumulation phase of life, this service emphasizes proactive financial planning, investment management, tax planning, cash flow and savings strategies, risk management, and other planning decisions intended to help Clients build wealth and steward…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cornerstone Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Wealth Management Services are offered through two ongoing service relationship tiers, each with a flat annual advisory fee billed quarterly in arrears.”
- “Standalone Financial Planning Services are provided for a flat annual fee of $8,000 billed quarterly in arrears.”
How Cornerstone Financial Planning’s fees compare
- Its flat or project fee of $5,000 is below the Colorado median of $5,250. 44% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 9 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.
- Its annual fee of $8,000 is above the Colorado median of $7,750. 51% of the 57 other Colorado planners that publish an annual fee charge less.
- 3 of the 6 other planners in Colorado Springs that publish an annual fee charge less.
About Cornerstone Financial Planning
“While the firm primarily markets and offers Wealth Management Services as its core service, other services may be offered on a limited case-by-case basis depending on a Client’s needs and desires.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $200,000 in assets (stated in brochure)
- Clients
- 23
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $14,510,481
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324007
- Phone
- (719) 204-3965
Can advise clients in 2 states: California, Colorado
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
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.