CORNERSTONE WEALTH ADVISORS, INC.
SEC RegisteredPeople You Will Like. Expertise You Will Want. Advice You Will Need.
About the firm
Cornerstone Wealth Advisors, Inc. is a Registered Investment Adviser whose mission is to make a meaningful difference in the financial life and well-being of each individual client. The firm offers thoughtful advice and nationally recognized expertise with care and attention to each individual client, embracing a fiduciary obligation to put client interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized, holistic planning, advisory, and wealth management services designed to reflect empirical research and individual client circumstances, rather than rules-of-thumb or paint-by-numbers planning.
Who they serve
Individuals and families, including their children, siblings, and parents, whose values are consistent with the firm's; the firm also seeks to grow its clientele prudently.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 163 | $100M |
| High Net Worth Individuals | 173 | $501M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 (Comprehensive Financial Planning) | 1.00% |
| Above $10,000,000 (Comprehensive Financial Planning) | 0.25% |
| First $1,000,000 (Retirement Planning - asset portion) | 0.40% |
| Above $10,000,000 (Retirement Planning - asset portion) | 0.10% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORNERSTONE WEALTH ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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