Cornerstone Wealth Management Group fees and pricing

Published fees

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

Hourly rate

$150⁠-⁠$300/hr

“The negotiated hourly fee for financial planning services is between $150 and $300 per hour.”

Flat or project fee

$300

“Fees  Fixed Fees - The negotiated fixed rate for financial planning services is between $300 and   $2,500.”

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

How Cornerstone Wealth Management Group bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Cornerstone's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for a full refund of Cornerstone’s fees, within five business days of signing the Financial Planning Agreement.”

How Cornerstone Wealth Management Group’s fees compare

• Its hourly rate of $150-$300 spans the Tennessee median of $275. 26% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $300 is below the Tennessee median of $3,000. 1% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Cornerstone Wealth Management Group

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

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

1.25% a year

Clients

567

Employees

6

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$284,685,934

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313269

Website

cornerstonewealthtn.com (opens in new tab)

Phone

(423) 588-7151

Can advise clients in 4 states: Florida, North Carolina, South Carolina, Tennessee

Other planners in Greeneville that publish fees

• Sapiat Asset Management, LLCGreeneville$200⁠-⁠$450/hr, $2,500⁠-⁠$10,000
• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Adventedge Financial, LLCApison$200/hr, $500
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000

Compare all 240 planners in Tennessee