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Home > Retirement Planners > minnesota > edina > CORNERSTONE WEALTH ADVISORS, INC.
CORNERSTONE WEALTH ADVISORS, INC.
3300 Edinborough Way
Suite 450
Edina, Minnesota 55435
Tel: (952) 920-3900
About CORNERSTONE WEALTH ADVISORS, INC.
CORNERSTONE WEALTH ADVISORS, INC, formally registered with the SEC as CORNERSTONE WEALTH ADVISORS, INC. The firm was established in 02/20/2003. They have over 1 offices throughout the country.
CORNERSTONE WEALTH ADVISORS, INC. is a Edina, Minnesota based Financial Planning firm with nearly $445,409,622 assets under management, offering retirement planning & investment advisory services to 1410 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124947 |
| SEC# | 801-61799 |
| Assets Managed by Firm | $445,409,622 |
| No. of Clients | 1410 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1410 | $445,409,622 |
| Individuals (other than high net worth individuals) | 135 | $48,782,090 |
| High net worth individuals | 187 | $394,988,651 |
| Charitable organizations | 1 | $1,638,881 |
More Retirement Planning firms in Edina, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 |
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