Cornerstone Management, Inc. fees
Financial planner in Duluth, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 2, 2026, Cornerstone Management, Inc. (Duluth, GA) charges a flat or project fee of up to $50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change.
- Flat or project fee
- Up to $50,000
Can go up to $50,000; the Georgia median is $4,125.
“General consulting fees are normally assessed as a flat fee of up to $50,000.”
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
- None stated in the brochure
- Team size
- 19 employees
How Cornerstone Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees will be paid quarterly in arrears based on ending period market valuations.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
- “Fees for planned gift administration are calculated in accordance with the fee schedule set forth in the written agreement between you and Cornerstone and are generally billed separately from investment advisory fees.”
About Cornerstone Management, Inc.
- Founded: 1991 (35 years).
Planning areas mentioned in the brochure
- Retirement planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 189
- 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, pension consulting, and selecting other advisers
- Assets managed
- $2.3 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 2, 2026
- CRD number
- 125828 (opens in new tab)
- Phone
- (770) 449-7799
Registered or notice filed in 12 states: California, Florida, Georgia, Indiana, Missouri, Nebraska, New Hampshire, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas
Other planners in Duluth that publish fees
- Evans Wealth ManagementDuluthHourly $250/hr
- Fern Impact Advisors, LLCDuluthFlat $2,000
- Stanhouse Financial Planning and Management, LLCDuluthHourly $340/hr
- BJM Financial IncDuluthAnnual $1,500-$20,000/yr 2025 brochure
- LK Wealth Management, LLCDuluthHourly $250/hr, Flat $2,000-$5,000 2018 brochure
More planners in Georgia that publish fees
- Wiser Wealth Management, IncMariettaHourly $475/hr, Flat $6,750
- Engineered Wealth Management LLCAvondale EstatesHourly up to $250/hr, Monthly $150-$400/mo
- MRP Advisors, LLCMiltonHourly up to $550/hr, Annual up to $15,000/yr
- St. John & Associates, Inc.RoswellFlat $1,000-$5,000, Annual $1,000-$5,000/yr
- FAPA Advisory Services Team (FAST)Peachtree CityHourly $200/hr, Flat $1,900
- Aegis Capital GroupAtlantaHourly $100-$250/hr, Flat $1,000-$3,000
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.