PlannerFees

Cornerstone Investment Advisors, LLC fees and pricing

Financial planner in Boulder, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Cornerstone Investment Advisors, LLC charges $300 an hour and a flat or project fee of $1,000⁠-⁠$10,000 for financial planning.

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
$300/hr
“Our maximum negotiable hourly rate is $300 per hour.”
Flat or project fee
$1,000⁠-⁠$10,000
“Broad based financial plans are generally offered on a fixed fee basis, which range from $1,000 to $10,000 depending on the complexity of the plan and the client's financial situation.”

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

How Cornerstone Investment Advisors, LLC bills

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

  • “Cornerstone Investment Advisors, LLC Form ADV Part 2A Page 8 Financial Planning Fees Financial planning services are billed on an hourly basis, a fixed fee basis or by retainer.”
  • “Hourly fees for financial planning services are billed at the completion of the engagement.”
  • “Fixed fees are billed one-half in advance and one-half upon completion of the financial plan/project.”

How Cornerstone Investment Advisors, LLC’s fees compare

  • Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 8 of the 13 other planners in Boulder that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$10,000 spans the Colorado median of $5,250. 54% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 6 of the 9 other planners in Boulder that publish a flat or project fee charge less.

About Cornerstone Investment Advisors, LLC

“We offer broad based financial planning services regarding management of financial resources.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Founded: 2001 (25 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
1.5% a year
Clients
115
Employees
2
Works with
Individuals, high net worth individuals, charities, businesses, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$180,835,242
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
116447
Website
cstoneinvest.com (opens in new tab)
Phone
(303) 545-5400

Can advise clients in 2 states: Colorado, Texas

Other planners in Boulder that publish fees

Compare all 28 planners in Boulder

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.