Firm
Financial Cornerstones
The Woodlands, Texas
Fee-only
Financial Cornerstones at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 67 individual clients, 29 of them high net worth.
- Its average account is about $485,000 (assets it manages divided by its 167 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | The Woodlands, Texas |
|---|---|
| Website | financial-cornerstones.com |
| [email protected] | |
| Phone | (832) 400-2400 |
Financial Cornerstones 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 to $999,999.99* 1.25%" source
"$10,000,000.00 & Above 0.45%" source
"$0 to $999,999.99* 1.25%" source
"We are compensated directly by our clients through an asset-based advisory fee" 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 | Percentage of assets |
|---|---|
| Assets managed | $81 million |
| Individual clients | 38 |
| High-net-worth clients | 29 |
| Accounts managed | 167 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-117435) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 305120 |