CORNERSTONE WEALTH PLANNING

RIASEC RegisteredEst. 2020

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 and operating since its SEC registration in 2020. The firm focuses on individual and family clients and acts as a capital allocator, combining financial planning with portfolio management and the selection of outside managers. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, vetting and recommending third‑party advisers, and client education through seminars and workshops. The firm also lists accounting among its business activities. Fee arrangements are flexible, spanning a percentage of assets under management, hourly billing, and fixed fees. Cornerstone does not position itself as an ESG investor and is not a multi‑state adviser.