Cornerstone Wealth Planning fees and pricing
Financial planner in Charlotte, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 10, 2026, Cornerstone Wealth Planning charges $250 an hour, a flat or project fee of $250-$5,000, and a quarterly fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Type of Service Fee Hourly Planning / Analysis $250 /hour Financial Planning Retainer $500-$5,000/quarterly Comprehensive Financial Planning $250-$5,000 All fees are negotiable.”
- Flat or project fee
- $250-$5,000
From the same sentence as above.
- Quarterly fee
- $500-$5,000/qtr
“We also offer financial planning on a retainer basis for a quarterly fee of $500 - $5,000 per quarter, billed in advance, based upon the nature and complexity of your circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cornerstone Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You will incur charges for advisory services rendered up to the point of termination and such fees will be due and payable by you promptly upon receipt of invoice.”
- “The usual fee for us to provide hourly analysis, but not create a comprehensive plan, is $250 per hour which may be negotiable depending upon the nature and complexity of your circumstances.”
- “Hourly fees, retainer fees, and financial planning fees are charged in advance and are nonrefundable.”
How Cornerstone Wealth Planning’s fees compare
- Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 4 of the 34 other planners in Charlotte that publish an hourly rate charge less.
- Its flat or project fee of $250-$5,000 spans the North Carolina median of $4,800. 30% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 7 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Cornerstone Wealth Planning
“Cornerstone Planning, LLC, d/b/a Cornerstone Wealth Planning is an investment adviser (“Adviser”) which offers investment advice, financial planning, and other financial services to clients.”
- Firm size: 13 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Business owners
- Insurance analysis
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
- Minimum
- No minimum stated in brochure
- Clients
- 409
- Employees
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $485,905,211
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166886
- Phone
- (704) 849-0123
Can advise clients in 5 states: Florida, Georgia, North Carolina, South Carolina, Texas
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.