CORNERSTONE ADVISORS

6540 Sw 10th Avenue
Topeka, Kansas 66615
Tel: 785-273-2685

About CORNERSTONE ADVISORS

CORNERSTONE ADVISORS, formally registered with the SEC as CORNERSTONE ADVISORS. The firm was established in 06/23/2017. They have over 1 offices throughout the country.

CORNERSTONE ADVISORS is a Topeka, Kansas based Financial Planning firm with nearly $218,023,298 assets under management, offering retirement planning & investment advisory services to 1099 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114510
SEC#	801-110649
Assets Managed by Firm	$218,023,298
No. of Clients	1099
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1099	$218,023,298
Individuals (other than high net worth individuals)	473	$82,960,679
High net worth individuals	125	$133,631,841
Charitable organizations	1	$882,043
Corporations or other businesses	3	$548,735

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