Cornerstone Wealth Planning

RIASEC Registered

Total AUM

$486M

Discretionary

$482M

99% of AUM

Avg account

$382K

Accounts

1,273

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 166886
Registered since: July 31, 2020
Website: cornerstone4planning.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.65%
Individuals27.95%
Pension & Profit Sharing Plans0.89%
Charitable Organizations0.52%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cornerstone Wealth Planning is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2020) and is owned by an individual principal. Its core client focus is individuals and families; service lines emphasize comprehensive financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars/workshops. The firm also lists “accountant” among its business activities and operates as a capital allocator, deploying client capital to external managers where appropriate. Fees are charged via a mix of AUM percentage, hourly fees, and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi‑state adviser.