Cornerstone Investment Services, Inc. fees and pricing

Financial planner in Indian Trail, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Cornerstone Investment Services, Inc. charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Hourly fees are billed at an hourly fee of $200/hour in 15-minute increments with a minimum of one hour billed per project.”

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

“Fees are paid in arrears and are calculated on the second business day of the calendar quarter.”
“Individual deposits or withdrawals will be prorated in computing the quarterly advisory fee.”

Its hourly rate of $200 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2010 (16 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 80
Employees: 1
Works with: Individuals, high net worth individuals, pension and profit sharing plans, 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: $67,007,614
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 118437
Website: cornerstoneinvestment.com (opens in new tab)
Phone: (704) 488-4976

Can advise clients in 3 states: North Carolina, South Carolina, Wyoming

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