Cornerstone Wealth Advisors, Inc.

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Client assets under management

$601,399,272

Clients

336

51% high-net worth

Advisors

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$1,789,879

About

Cornerstone Wealth Advisors is a five-advisor team managing roughly $609 million for about 336 clients and serves individuals (including high-net-worth clients), trusts, estates and charitable organizations. The firm provides comprehensive financial planning, retirement planning, and investment management through both one-time and ongoing advisory engagements.

The firm employs a strategic asset-allocation process and implements portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, documenting client objectives in Investment Policy Statements and Withdrawal Policy Statements. It monitors and rebalances portfolios on an ongoing basis, provides quarterly reporting, and states it reviews client accounts at least six times per year.

Cornerstone’s practice includes several features that differ from many peers: retirement engagements commonly combine a fixed planning component (disclosed as $3,000–$40,000 annually) with an asset-based management fee, and clients under age 40 may be offered an income-based retainer option instead of a pure AUM fee; the firm also applies a $5,000 minimum annual fee but does not impose an account asset minimum. The firm maintains a minority ownership interest in National Advisors Holdings and intends to refer clients to National Advisors Trust Company for trust and custodial services, and it does not sell commissionable securities or offer wrap fee programs.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Income planning Concentrated stock management

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $10,000,000: declining rates between 1.00% and 0.25% $10,000,001+: 0.25% $0 - $1,000,000: 0.40% (for Comprehensive Retirement Planning service) $1,000,001 - $10,000,000: declining rates between 0.40% and 0.10% (for Comprehensive Retirement Planning service) $10,000,001+: 0.10% (for Comprehensive Retirement Planning service)

Other

Minimum fee: $5,000 annually minimum fee (may be assessed as flat fee, based on income, or asset-based fee) Fee-only: Annual retainer fee up to 1.00% of income (not exceeding $15,000) for clients under age 40; fixed fees between $3,000 and $40,000 annually for retirement planning portion

Main office location

Cornerstone Wealth Advisors, Inc.

3300 Edinborough Way, Suite 450

Edina MN 55435, United States

Number of offices

Most active in

California · Colorado · Florida · Louisiana · Minnesota · New Mexico · Texas · Virginia · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (952) 920-3900

Advisors at this firm

Sara K

CFP®

Edina, MN

Cornerstone Wealth Advisors, Inc.

Sara Kantor is a CFP® professional with eight years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN, where she has worked since 2013. She is also involved in her husband’s business, The Kantor Group, Inc., a brand strategy and graphic design firm, assisting with company finances. Cornerstone Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios, conducts portfolio reviews at least six times per year, and offers alternative billing arrangements tailored to client needs.

Retirement income strategy Income planning Concentrated stock management

Andrea E

CFP®

Edina, MN

Cornerstone Wealth Advisors, Inc.

Andrea Eaton is a CFP® professional with 12 years of experience in financial advising. She has been with Cornerstone Wealth Advisors, Inc. since 2004. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios and conducts portfolio reviews at least six times per year.

Retirement income strategy Income planning Concentrated stock management

Jonathan G

CFP®, Series 63

Edina, MN

Cornerstone Wealth Advisors, Inc.

Jonathan Guyton is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN. He has been with the firm since 2003. Cornerstone Wealth Advisors provides comprehensive financial planning, wealth management, and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation process using quantitative factors to build and monitor long-term portfolios, conducting portfolio reviews at least six times per year.

Retirement income strategy Income planning Concentrated stock management

Coresa C

CFP®

Edina, MN

Cornerstone Wealth Advisors, Inc.

Coresa Cass is a CFP® professional with five years of experience, currently with Cornerstone Wealth Advisors, Inc. in Edina, MN. She has worked at Cornerstone since 2015. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process and quantitative analysis to construct long-term portfolios, conducts frequent portfolio reviews, and offers customized billing arrangements for select clients.

Retirement income strategy Income planning Concentrated stock management

Olivia P

CFP®

Edina, MN

Cornerstone Wealth Advisors, Inc.

Olivia Plagge is a CFP® professional at Cornerstone Wealth Advisors, Inc. in Edina, MN, with two years of industry experience. She has worked at Cornerstone Wealth Advisors since 2020 and previously held roles at Vine & Fig Tree Wealth Planning and Creative Planning, LLC. Cornerstone Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management. The firm employs a strategic asset-allocation process and quantitative analysis to build and monitor long-term investment portfolios, conducting portfolio reviews at least six times per year.

Retirement income strategy Income planning Concentrated stock management

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