Legacy Cornerstone Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Estimates will be based upon a good faith estimate of the number of hours to complete the assignment multiplied by a mutually negotiated hourly rate not to exceed $500/hour, and re- evaluated at a later point.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fixed fees generally range from $1,500 to $5,000, depending upon the scope and complexity of the agreed-upon services.”

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

How Legacy Cornerstone Wealth LLC bills

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

• “Legacy Cornerstone Wealth Advisor Custom-Managed Portfolios ▪ Legacy Cornerstone Wealth Fee, which is negotiable *Model manager/strategy fees may change.”
• “The management fee is negotiable based on the size of the account, management strategy(s) utilized, and complexity of the overall investment approach.”
• “Upon termination, any earned, unpaid fees will be immediately due and payable.”

How Legacy Cornerstone Wealth LLC’s fees compare

• Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
• 7 of the 8 other planners in Peoria that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Arizona median of $3,100. 51% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Peoria that publish a flat or project fee charge less.

About Legacy Cornerstone Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Social Security

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

181

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$22,438,801

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281027

Website

legacycornerstonewealth.com (opens in new tab)

Phone

(702) 767-9891

Can advise clients in 16 states: Arkansas, Arizona, California, Florida, Idaho, Illinois, Louisiana, Michigan, Nevada, Ohio, Oklahoma, Texas, Utah, Virginia, Washington, Wyoming

Other planners in Peoria that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• Authentic Financial PlanningPeoria$400⁠-⁠$15,000, $75/mo
• Clarus Wealth Advisors, LLCPeoria$250/hr, $250⁠-⁠$50,000
• Clearview Private WealthPeoria$250/hr
• Coherent Financial Advisers, LLCPeoria$150⁠-⁠$250/hr, $500⁠-⁠$50,000
• Emro Asset Management, LLCPeoria$300/hr

Compare all 11 planners in Peoria