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- Custodian
- Charles Schwab & Company ยท Community National Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-2000
- Office Locations
- 1
Office Locations
About Cornerstone Advisors
Cornerstone Advisors is a fee-only RIA in Topeka, Kansas providing comprehensive financial planning and discretionary investment management for individuals, families, and small businesses. The team builds customized plans spanning retirement, cash flow/budgeting, tax and distribution strategies, and wealth transfer/estate planning, with ongoing portfolio management, asset allocation, and performance monitoring. Flat-fee or flat-percentage pricing and a fiduciary, conflict-avoidance approach are central to the firm.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK WARREN BUCHOLTZ
Advisor, Chief Compliance Officer, Owner
- CRD
- #6281331
- Ownership
- 50% but less than 75%
JEFFREY A SORENSEN
Advisor, Owner
- CRD
- #5880112
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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SHAWN ALLAN WALKER
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- CRD
- #5252112
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,136,599 | $236,355 |
| Non-Discretionary | $24,996,484 | $203,223 |
| Total | $265,133,083 | $232,777 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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