Cornerstone Wealth Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“If the Client cancels after five (5) business days, any unpaid earned fees will be due to CWA. 10 HOURLY FEES Financial Planning Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$10,000

“Services are offered based on a maximum flat fee of $10,000.”

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

How Cornerstone Wealth Advisors, Inc. bills

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

• “Fees are billed quarterly in advance based on the account value as of the close of business on the last business day of the preceding quarter.”
• “As stated above, investment management fees are billed quarterly in advance.”
• “For accounts opened after the beginning of a new quarter, fees will be prorated from the date of engagement to the end of quarter.”

How Cornerstone Wealth Advisors, Inc.’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 6 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 11 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.

About Cornerstone Wealth Advisors, Inc.

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

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

3% a year

Clients

155

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, 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

$145,630,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309544

Website

cwainvestors.com (opens in new tab)

Phone

(760) 476-1376

Can advise clients in 3 states: California, South Carolina, Texas

Other planners in Carlsbad that publish fees

• 77 Financial GroupCarlsbad$2,000⁠-⁠$10,000
• Advisors Wealth Management, IncCarlsbad$225/hr
• Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
• Axxcess Wealth Management, LLCCarlsbad$100⁠-⁠$500/hr
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr

Compare all 34 planners in Carlsbad