# Jeffrey Sorensen

> Jeffrey Sorensen is a fee-only financial advisor at Cornerstone Advisors in Topeka, Kansas. Jeffrey charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/jeffrey-sorensen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cornerstone Advisors
- **Based in:** Topeka, Kansas
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $265.1M across 1,139 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Early-career professionals
- **CRD:** 5880112 (https://adviserinfo.sec.gov/individual/summary/5880112)
- **SEC registration:** Investment adviser representative in KS, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://cstonegroup.com

## Frequently asked questions

### Is Jeffrey Sorensen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Cornerstone Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets.

### Where is Jeffrey Sorensen based?

Jeffrey Sorensen is based in Topeka, Kansas.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning and tax planning. Jeffrey works with early-career professionals.

### Is Jeffrey Sorensen registered with the SEC?

Yes. Jeffrey Sorensen is registered as an investment adviser representative in KS and TX (CRD 5880112), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cornerstone Advisors manage?

Cornerstone Advisors reports $265.1M across 1,139 accounts in assets under management.

### How do I contact Jeffrey Sorensen?

Through Jeffrey's website, cstonegroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5880112): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cstonegroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.