CORNERSTONE WEALTH PLANNING

Company Profile

As of Date 03/17/2026
ADV Location United States, NC
Websites
AUM* 590,593,174 54%
of that, discretionary 586,179,230 54%
Number of Employees 18
of those in investment advisory functions 11 10%
Private Fund GAV* 0
Avg Account Size 355,137 31%
High Net Worth 25.77% 35%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

482M 413M 344M 275M 206M 138M 69M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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