CORNERSTONE WEALTH PLANNING

7810 Ballantyne Commons Parkway
Suite 200
Charlotte, North Carolina 28277
Tel: 704-849-0123

About CORNERSTONE WEALTH PLANNING

CORNERSTONE WEALTH PLANNING, formally registered with the SEC as CORNERSTONE WEALTH PLANNING. The firm was established in 07/31/2020. They have over 4 offices throughout the country.

CORNERSTONE WEALTH PLANNING is a Charlotte, North Carolina based Financial Planning firm with nearly $377,153,984 assets under management, offering retirement planning & investment advisory services to 1113 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166886
SEC#	801-119224
Assets Managed by Firm	$377,153,984
No. of Clients	1113
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1113	$377,153,984
Individuals (other than high net worth individuals)	285	$132,600,917
High net worth individuals	89	$238,342,268
Pension and profit sharing plans	Fewer than 5 clients	$3,849,598
Charitable organizations	Fewer than 5 clients	$2,361,201

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