Mark Bucholtz
Cornerstone Advisors · Topeka, Kansas
Mark Bucholtz is a fee-only financial advisor at Cornerstone Advisors in Topeka, Kansas. Mark 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 6281331 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cstonegroup.com |
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Questions about Mark
Is Mark Bucholtz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark charges a percentage of assets.
Where is Mark Bucholtz based?
Mark Bucholtz is based in Topeka, Kansas.
What does Mark specialize in?
Mark's specialties include retirement planning, estate & legacy planning and tax planning. Mark works with early-career professionals.
Is Mark Bucholtz registered with the SEC?
Yes. Mark Bucholtz is registered as an investment adviser representative in KS and TX (CRD 6281331), 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 Mark Bucholtz?
Through Mark'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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