Kathryn Massoni
Cornerstone Management · Duluth, Georgia
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.
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Facts
| Firm | Cornerstone Management |
|---|---|
| Based in | Duluth, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.29B across 1,514 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 6720137 |
| Exams passed | Series 65 (2016) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.cornerstonemgt.net |
How Kathryn's firm compares
- Cornerstone Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,514 accounts).
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Questions about Kathryn
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.
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
- 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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