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Zachary Edward Sutton

Advisor at Cornerstone Wealth — Tampa, FL

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Tampa, FL 33609

Cornerstone Wealth logo

Cornerstone Wealth

Multi-team

Total advisors

30

Across 8 offices

Clients per advisor

79 High

Avg AUM per client

$1,029,186 High

HNW client ratio

13% Low

About

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.

Client services

Based on Cornerstone Wealth

Financial planning Portfolio management Pension consulting Selection of other advisers
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions

Expertise

Based on Cornerstone Wealth

Annuities College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Private / alternative investments

Occupation focus

Based on Cornerstone Wealth

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning services, negotiable; retainer required for planning services (50% upfront)

Percentage

$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%

Commissions

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

Project-based

Hourly fees for financial planning and consulting services, negotiable

Other

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

Location

See office

Tampa, FL

3708 W Swann Avenue, 102

Tampa FL 33609

Advisors at this office

4

Most active in

Florida

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired
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Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals
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Jeffrey S

CFP®, Series 63, Series 66

Tampa, FL

Farther

Jeffrey Schlotterbeck Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Farther since 2026. His prior roles include positions at Water Street Wealth Management, TD Ameritrade, AmSouth Investment Services, Ids Life Insurance Company, and American Express Financial Advisors. Outside of his advisory work, he manages a single rental property through Beck Investments LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Luke M

Series 66

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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