Cornerstone Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$600/hr

“Our current hourly rate ranges from $300-$600.”

Flat or project fee

$1,500⁠-⁠$15,000

“Our one-time planning fees typically range from $1,500 to $15,000, depending on the nature and complexity of each client’s circumstances. 2.”

Quarterly fee

$1,250/qtr

“For assets under management under $500,000, certain fee arrangements charge $1,250 quarterly.”

Annual fee

$3,000⁠-⁠$15,000/yr

“As an annual retainer where we charge a fixed fee, typically ranging from $3,000 to $15,000, depending on the nature and complexity of each client’s circumstances.”

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

How Cornerstone Wealth Management bills

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

• “Our investment advisory fees are charged quarterly and payable in arrears.”
• “The first quarterly charge will be prorated in accordance with the actual time assets were placed under management.”
• “Upon termination of any account, any earned, unpaid fees will be billed.”

How Cornerstone Wealth Management’s fees compare

• Its hourly rate of $300-$600 is above the Ohio median of $250. 90% of the 219 other Ohio planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Westlake that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the Ohio median of $3,250. 85% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $3,000-$15,000 spans the Ohio median of $5,000. 66% of the 79 other Ohio planners that publish an annual fee charge less.

About Cornerstone Wealth Management

• Firm size: 8 employees.
• Registered as an adviser: 1996 (30 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• 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% a year

Clients

376

Employees

8

Works with

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

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$628,669,491

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106950

Website

fee-onlyadvisor.com (opens in new tab)

Phone

(440) 899-4000

Can advise clients in 13 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Michigan, New Hampshire, New Jersey, Ohio, Texas

Other planners in Westlake that publish fees

• Amfg Wealth Management LLCWestlake$150⁠-⁠$500/hr
• Athletes Financial Advisers, LLCWestlake$5,000/yr
• Kinetic Wealth Investment Advisors, LLCWestlake$250/hr, $1,000
• Lesjak Planning, LLCWestlake$150/hr
• Paradigm Wealth Management, LLCWestlake$200/hr

Compare all 14 planners in Westlake