Coresa Cass
Cornerstone Wealth Advisors · Edina, Minnesota
Coresa Cass is a fee-only financial advisor at Cornerstone Wealth Advisors in Edina, Minnesota, who holds the CFP credential. Cornerstone Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cornerstone Wealth Advisors |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $608.7M across 1,479 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 7347888 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.cornerstonewealthadvisors.com |
How Coresa's firm compares
- Cornerstone Wealth Advisors's average account is about $412,000, from its Form ADV (assets managed divided by 1,479 accounts).
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Questions about Coresa
Is Coresa Cass a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Coresa holds no broker registration, and Cornerstone Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Coresa charge for financial advice?
Coresa's firm, Cornerstone Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Coresa Cass based?
Coresa Cass is based in Edina, Minnesota.
What credentials does Coresa Cass hold?
Coresa Cass holds the CFP credential.
Is Coresa Cass registered with the SEC?
Yes. Coresa Cass is registered as an investment adviser representative in MN (CRD 7347888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Wealth Advisors manage?
Cornerstone Wealth Advisors reports $608.7M across 1,479 accounts in assets under management.
How do I contact Coresa Cass?
Through Coresa's website, www.cornerstonewealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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