# Kathryn Massoni

> Kathryn Massoni is a fee-only financial advisor at Cornerstone Management in Duluth, Georgia, who holds the CFA credential. Cornerstone Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kathryn-massoni/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cornerstone Management
- **Based in:** Duluth, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.29B across 1,514 accounts
- **Credentials:** CFA
- **CRD:** 6720137 (https://adviserinfo.sec.gov/individual/summary/6720137)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.cornerstonemgt.net

## Frequently asked questions

### Is Kathryn Massoni a fee-only financial advisor?

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

### How does Kathryn charge for financial advice?

Kathryn's firm, Cornerstone Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kathryn Massoni based?

Kathryn Massoni is based in Duluth, Georgia.

### What credentials does Kathryn Massoni hold?

Kathryn Massoni holds the CFA credential.

### Is Kathryn Massoni registered with the SEC?

Yes. Kathryn Massoni is registered as an investment adviser representative in GA and TX (CRD 6720137), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cornerstone Management manage?

Cornerstone Management reports $2.29B across 1,514 accounts in assets under management.

### How do I contact Kathryn Massoni?

Through Kathryn's website, www.cornerstonemgt.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6720137): 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

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