Zachary Edward Sutton
Advisor at Cornerstone Wealth — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
9 years
Location
Tampa, FL 33609
Cornerstone Wealth
Multi-team
Zachary Sutton is a CFP® professional at Cornerstone Wealth with nine years of industry experience. He has held roles at firms including Mutual Securities, Purshe Kaplan Sterling Investments, and Sutton Wealth Advisors. In addition to his advisory work, he sells fixed life, disability, and long-term care insurance as well as fixed and fixed indexed annuities. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management and financial planning primarily through model portfolios, integrating external managers and alternative investments, with ongoing reviews aligned to client objectives.
Based on Cornerstone Wealth
Based on Cornerstone Wealth
Flat fees for financial planning services, negotiable; retainer required for planning services (50% upfront)
$0 - $499,999: 1.25% $500,000 - $999,999: 1.10% $1,000,000 - $1,499,999: 0.95% $1,500,000 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $3,999,999: 0.65% $4,000,000 - $4,999,999: 0.55% $5,000,000 - $9,999,999: 0.50% $10,000,000 - $24,999,999: 0.40% $25,000,000 - $49,999,999: 0.35% $50,000,000 - $99,999,999: 0.30%
Certain supervised persons are registered representatives who receive commissions on sales of mutual funds, variable annuities, and 529 plans held in non-advisory accounts; insurance commissions also received by some personnel
Hourly fees for financial planning and consulting services, negotiable
Minimum fee: Minimum annual fee of $3,000 (legacy fee schedules); Minimum annual fee of $5,000 for retirement plan consulting Fee-only: Fixed fees for financial planning and consulting; hourly and flat fees negotiable based on engagement; retirement plan consulting fees based on plan assets with specified ranges (e.g., 50-65 bps up to $1 million) and minimums
Tampa, FL
3708 W Swann Avenue, 102
Tampa FL 33609
Advisors at this office
4
Florida
9 years of industry experience
Cornerstone Wealth Group, Llc.
2024 - Present • 2 years
Tampa, FL
Mutual Securities, inc.
2023 - Present • 3 years
Camarillo, CA
Purshe Kaplan Sterling Investments, Inc.
2020 - 2023 • 3 years
Albany, NY
Sutton Wealth Advisors, Inc.
2018 - 2024 • 6 years
Tampa, FL
Securities Service network
2017 - 2020 • 3 years
Tampa, FL
Sutton Wealth Advisors
2016 - 2019 • 3 years
Tampa, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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