Cornerstone Financial Planning, Inc.
Gaithersburg, Maryland
Fee-only
Cornerstone Financial Planning, Inc. at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Gaithersburg, Maryland |
|---|---|
| Website | cornerstonefinancialplanning.com |
| [email protected] | |
| Phone | (301) 253-0600 |
Questions about Cornerstone Financial Planning, Inc.
How is Cornerstone Financial Planning, Inc. paid?
Cornerstone Financial Planning, Inc.'s Form ADV says it is paid by: fixed fees.
How many advisors does Cornerstone Financial Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Cornerstone Financial Planning, Inc..
Cornerstone Financial Planning, Inc. fees
Cornerstone Financial Planning, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 24, 2011 |
| SEC record | CRD 121413 |