Experience The Cornerstone Difference

Financial Planning
with Hometown
Investment Advice

Financial Planning

$1,698 – $4,998

Initial Plan Cost
Annual Renewal Fee
discounted based on assets
under management.

Investment Management

Advisory Tiered Fee
Schedule*/Account Values
1.35% $10,000 – $ 99,999
1.2% $100,000 – $ 499,999
 0.9%  $500,000 – $ 999,999
 0.8% $1,000,000 – $ 2,499,999
 0.7% $2,500,000 or more

*Advisory Tiered Fee Schedule does not include any potential investment manager fees of 0.00%- 0.40%.
Clients choosing to use us for investment management may receive a discount on their annual financial planning fee.
This Discount applies to the second year of our planning relationship.

What our clients are saying about us​​

Financial Planning with Hometown Investment Advice

All In One
Personalized Client Portal
Retirement Income Planning
Educational Goal Planning
Social Security Planning
Estate Planning
Professional Investment Management
Portfolio Risk Scoring
Tax -Aware Inventing
401K Education
RMD Service

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, DC, FL, GA, IN, KY, LA, MI, MO, MS, NC, NV, NY, OH, SC, TN, TX, VA, WA, WI.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

LPL Financial Form CRS