Cornerstone Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$100⁠-⁠$10,000/yr

“For ongoing financial consulting where our services include ensuring that information about your specific goals, financial situation and risk preference remain current, assisting you in determining appropriate allocation models, reviewing account activity periodically, meeting with you at least annually, and…”

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

How Cornerstone Wealth Partners, LLC bills

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

• “Prepaid Financial and Investment Consulting fees are not prorated for refund.”
• “Annual fees paid to Cornerstone Wealth Partners are collected quarterly, in advance, at onefourth the annual rate.”
• “Prepaid fees will be refunded on a pro-rata basis.”

How Cornerstone Wealth Partners, LLC’s fees compare

• Its annual fee of $100-$10,000 spans the Michigan median of $6,000. 43% of the 37 other Michigan planners that publish an annual fee charge less.

About Cornerstone Wealth Partners, LLC

• Firm size: 15 employees.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

429

Employees

15

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$145,905,522

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

146602

Website

instagram.com/cornerstonewealthpartners (opens in new tab)

Phone

(517) 381-3450

Can advise clients in 21 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Maryland, Michigan, North Carolina, New Hampshire, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin

Other planners in Okemos that publish fees

• Financial Strategies Group, IncOkemos$750/hr, $20,000
• Ryzome Investment AdvisorsOkemos$75/hr, $10,000/yr
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500

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