Jeffrey Sorensen
Cornerstone Advisors · Topeka, Kansas
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.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Cornerstone Advisors |
|---|---|
| Based in | Topeka, Kansas |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $265.1M across 1,139 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 5880112 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cstonegroup.com |
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Cornerstone Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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