Cornerstone Wealth Advisors

Cornerstone Wealth Advisors at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 5 advisors are listed here; all hold the CFP.
• Its Form ADV reports 8 employees and 336 individual clients, 173 of them high net worth.
• Its average account is about $412,000 (assets it manages divided by its 1,479 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Cornerstone Wealth Advisors fees

Cornerstone Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (5)

• Andrea Eaton

  CFP

• Coresa Cass

  CFP

• Jonathan Guyton

  CFP

• Olivia Plagge

  CFP

• Sara Kantor

  CFP

Other fee-only firms in Edina

• DSG Capital Advisors
• Flourish Wealth Management Inc.
• Graff Financial
• Holleyjo Wealth Advisors
• Hyland Lake Partners, LLC
• Josh Arnold Investment Consultant
• Kerwin Asset Management
• Kubo Financial Planning and Investments

Fee-only advisors in Minnesota