Cornerstone Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2011. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Anticipated work scope is priced at $100 per hour.”

Flat or project fee

$300

“A fixed non-refundable fee of $300 may be charged for the first two face-toface meetings with a prospect when the prospect is seeking financial planning services that would be covered under a Statement of Understanding as outlined above.”

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

How Cornerstone Financial Planning, Inc. bills

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

• “Segmented fees may be due in advance or upon completion of the stipulated services.”
• “In no case will a fee be collected that is greater than $500 and more than six months in advance of completion of the stipulated services.”
• “Any unearned fees collected in advance will be refunded within 10 business days.”

How Cornerstone Financial Planning, Inc.’s fees compare

• Its hourly rate of $100 is below the Maryland median of $300. None of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 3 other planners in Gaithersburg that publish an hourly rate charge less.
• Its flat or project fee of $300 is below the Maryland median of $4,335. 1% of the 133 other Maryland planners that publish a flat or project fee charge less.
• None of the 3 other planners in Gaithersburg that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Cornerstone Financial Planning, Inc.

• Credentials named in the brochure: EA.
• Registered as an adviser: 1998 (28 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121413

Website

CORNERSTONEFINANCIALPLANNING.COM (opens in new tab)

Phone

(301) 253-0600

Other planners in Gaithersburg that publish fees

• Own Your Monday Wealth Management, LLCGaithersburg$500/hr, $3,750/qtr
• Planvest Financial, Inc.Gaithersburg$2,500⁠-⁠$5,000
• Regatta Financial LLCGaithersburg$400/hr, $5,000⁠-⁠$10,000
• Sherman Wealth Management LLCGaithersburg$550/hr, $500⁠-⁠$3,000

Compare all 7 planners in Gaithersburg