Firm
Cornerstone Financial Planning
California
Fee-only
Facts
| Based in | California |
|---|---|
| Website | cornerstonefiplanning.com |
| Phone | (719) 204-3965 |
Cornerstone Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $8,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Annual Fee: $8,000* ($2000 per quarter billed at the end of each quarter)" source
"Annual Fee: $8,000* ($2000 per quarter billed at the end of each quarter)" source
"Our transparent flat-fee pricing aligns our interests" source
"Annual Fee: $8,000* ($2000 per quarter billed at the end of each quarter)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 18 |
| Financial planning | Offered |
| Form ADV filed | September 2, 2026 |
| SEC record | CRD 324007 |