WH Cornerstone Investments Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$30,000

“Financial Planning may be provided on a fixed fee basis at a range between $500 and $30,000, depending on complexity.”

Annual fee

$100⁠-⁠$12,000/yr

“The fee for this service is ranges from $100 - $12,000 annually, and billed monthly or quartery, either in advance or arrears, as specific in client agreement.”

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

How WH Cornerstone Investments Inc. bills

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

• “These fees are negotiable, but generally range from $500 to $30,000, depending upon the level and scope of the services and the professional rendering the services.”
• “The fee may be negotiable in certain cases.”
• “In addition, WH Cornerstone may send, to certain clients, an invoice for payment in accordance with applicable regulations.”

How WH Cornerstone Investments Inc.’s fees compare

• Its flat or project fee of $500-$30,000 spans the Massachusetts median of $4,750. 91% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• Its annual fee of $100-$12,000 spans the Massachusetts median of $8,250. 34% of the 62 other Massachusetts planners that publish an annual fee charge less.

About WH Cornerstone Investments Inc.

• Firm size: 6 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.65% a year

Clients

145

Employees

6

Works with

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

Services reported to regulators

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

Assets managed

$200,013,404

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

119725

Website

youtube.com/c/WHCornerstoneInvestmentsDuxbury (opens in new tab)

Phone

(888) 797-9009

Can advise clients in 4 states: Florida, Massachusetts, New Hampshire, New York

Other planners in Duxbury that publish fees

• Fichter & Co. InvestorsDuxbury$180⁠-⁠$240/hr
• Florek Financial, LLCDuxbury$4,500⁠-⁠$18,000/qtr
• Fma Wealth Management, LLCDuxbury$250/hr
• Impact Advisors GroupDuxbury$400/hr, $400⁠-⁠$5,000

Compare all 6 planners in Duxbury