Botto Financial Planning & Advisory

Botto Financial Planning & Advisory (formerly Cornerstone Financial Group) provides advice for a reasonable fee. We can help you create a savings and investment plan so you know where to put your extra income. We can also help with various aspects of your financial life including debt management (student loan planning), tax planning, and investment strategies. Our goal is to determine the most efficient and flexible way for clients to reach their financial goals and build wealth.

To schedule a free consultation Wesley Botto, click here.

Fee Structure:

Flat fee, project based, or based on assets under management

Investment Management:

Account Size Maximum Annual Fee
First $1,000,000 1.00%
Next $1,000,000 0.90%
Next $1,000,000 0.75%
Next $1,000,000 0.50%
Above $10,000,000 0.40%

Financial Planning only: $1500- $2500 depending on work provided

Commissions on insurance products

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser