Cornerstone Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$601,399,272
Clients
336
Advisors
5
of 8 employees
About
Cornerstone Wealth Advisors is a five-advisor team managing roughly $609 million for about 336 clients and serves individuals (including high-net-worth clients), trusts, estates and charitable organizations. The firm provides comprehensive financial planning, retirement planning, and investment management through both one-time and ongoing advisory engagements.
The firm employs a strategic asset-allocation process and implements portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, documenting client objectives in Investment Policy Statements and Withdrawal Policy Statements. It monitors and rebalances portfolios on an ongoing basis, provides quarterly reporting, and states it reviews client accounts at least six times per year.
Cornerstone’s practice includes several features that differ from many peers: retirement engagements commonly combine a fixed planning component (disclosed as $3,000–$40,000 annually) with an asset-based management fee, and clients under age 40 may be offered an income-based retainer option instead of a pure AUM fee; the firm also applies a $5,000 minimum annual fee but does not impose an account asset minimum. The firm maintains a minority ownership interest in National Advisors Holdings and intends to refer clients to National Advisors Trust Company for trust and custodial services, and it does not sell commissionable securities or offer wrap fee programs.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $10,000,000: declining rates between 1.00% and 0.25% $10,000,001+: 0.25% $0 - $1,000,000: 0.40% (for Comprehensive Retirement Planning service) $1,000,001 - $10,000,000: declining rates between 0.40% and 0.10% (for Comprehensive Retirement Planning service) $10,000,001+: 0.10% (for Comprehensive Retirement Planning service)
Minimum fee: $5,000 annually minimum fee (may be assessed as flat fee, based on income, or asset-based fee) Fee-only: Annual retainer fee up to 1.00% of income (not exceeding $15,000) for clients under age 40; fixed fees between $3,000 and $40,000 annually for retirement planning portion
Main office
3300 Edinborough Way, Suite 450
Edina MN 55435
Advisors at this office
5
Most active in
California · Colorado · Florida · Louisiana · Minnesota · New Mexico · Oregon · Texas · Virginia · Wisconsin
Also doing business as
Cornerstone Wealth Advisors, Inc. · Jonathan T. Guyton
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sara K
CFP®
Edina, MN
Cornerstone Wealth Advisors, Inc.
Sara Kantor is a CFP® professional with eight years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN, where she has worked since 2013. She is also involved in her husband’s business, The Kantor Group, Inc., a brand strategy and graphic design firm, assisting with company finances. Cornerstone Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios, conducts portfolio reviews at least six times per year, and offers alternative billing arrangements tailored to client needs.
Andrea E
CFP®
Edina, MN
Cornerstone Wealth Advisors, Inc.
Andrea Eaton is a CFP® professional with 12 years of experience in financial advising. She has been with Cornerstone Wealth Advisors, Inc. since 2004. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios and conducts portfolio reviews at least six times per year.
Jonathan G
CFP®, Series 63
Edina, MN
Cornerstone Wealth Advisors, Inc.
Jonathan Guyton is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN. He has been with the firm since 2003. Cornerstone Wealth Advisors provides comprehensive financial planning, wealth management, and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation process using quantitative factors to build and monitor long-term portfolios, conducting portfolio reviews at least six times per year.
Coresa C
CFP®
Edina, MN
Cornerstone Wealth Advisors, Inc.
Coresa Cass is a CFP® professional with five years of experience, currently with Cornerstone Wealth Advisors, Inc. in Edina, MN. She has worked at Cornerstone since 2015. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process and quantitative analysis to construct long-term portfolios, conducts frequent portfolio reviews, and offers customized billing arrangements for select clients.
Olivia P
CFP®
Edina, MN
Cornerstone Wealth Advisors, Inc.
Olivia Plagge is a CFP® professional with three years of industry experience, currently serving as an advisor at Cornerstone Wealth Advisors, Inc. She has worked at Cornerstone since 2020 and previously held positions at Vine & Fig Tree Wealth Planning and Creative Planning, LLC. Cornerstone Wealth Advisors is a five-advisor team managing approximately $609 million for around 336 clients, including individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and investment management, using a strategic asset-allocation process and regularly reviewing client accounts.
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