← Back to searchVisit website
CORNERSTONE WEALTH PLANNING
CORNERSTONE PLANNING, LLC
CRD 166886 · SEC 801-119224
7810 BALLANTYNE COMMONS PARKWAY, SUITE 200, CHARLOTTE, NC, 28277, United States
Phone
704-849-0123
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$485.9M
Discretionary AUM
$481.6M
Team
13 total employees; 9 advisory reps; 17 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 282 | $135.8M |
| High net worth individuals | 127 | $343.3M |
States served
GA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD