Jonathan T. Guyton, CFP^®

Principal

Cornerstone Wealth Advisors, Inc.

5201 Eden Ave South, Suite 135
Edina, MN 55436

FINANCIAL ADVISOR'S WEBSITE

www.CornerstoneWealthAdvisors.com

(952) 920-3900

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are a fee-only planning, advisory and wealth management firm. Our minimum annual advisory fee is $5,000.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Jonathan Guyton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Wealth Advisors, Inc. in Edina, MN and the surrounding communities.

Financial Advisor Overview

In 2010, Cornerstone created the profession's first, multi-year Residency in Financial Planning.

Financial Advisor Experience

Jonathan Guyton, CFP(r), is Principal of Cornerstone Wealth Advisors, Inc., a holistic financial planning and wealth management firm in Minneapolis. He serves as Retirement Columnist for the Journal of Financial Planning an expert panelist on retirement for the Wall Street Journal and is a contributor to Money.com.

In addition to serving Cornerstone's clients, he is an award-winning thought leader and researcher on sustainable withdrawal policies, retirement income and tax planning and the application of behavioral finance principals in working with clients.

Jonathan authored "Decision Rules and Portfolio Management for Retirees: Is the Safe Withdrawal Rate Too Safe?" in 2004; it won the Journal of Financial Planning's Call for Papers competition. He co-authored "Decision Rules and Maximum Initial Withdrawal Rates" with computer scientist William Klinger in the Journal of Financial Planning in 2006. His professional peers named him a 2007 'Mover and Shaker' in Financial Planning magazine and one of Investment News' "15 Transformational Advisors" of the past two decades in 2013. He regularly presents to colleagues around the country on his research, writings and work with clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes