Cornerstone Wealth Planning

Cornerstone Wealth Planning (CRD# 166886) is a financial advisory firm headquartered in Charlotte, NC. They manage $309,433,605 in 1,040 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277
http://www.rpblueprint.com
By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    1,040
    ACCOUNTS
  • Average Account Value
    $297,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, SC, TX

Financial Advisors at Cornerstone Wealth Planning
Showing 1 - 7 of 7 top financial advisors.
1
Esther Bodman, financial advisor Charlotte NC
Esther L. Bodman
CRD#: 2091978
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277

Esther Bodman (CRD# 2091978) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Charlotte, NC and has over 33 years of experience in the finance industry.

2
Christopher Knight, financial advisor Charlotte NC
Christopher W. Knight
CRD#: 5240507
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277

Christopher Knight (CRD# 5240507) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Charlotte, NC and has over 17 years of experience in the finance industry.

3
Aaron Salter, financial advisor Charlotte NC
Aaron J. Salter
CRD#: 6511293
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277

Aaron Salter (CRD# 6511293) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Charlotte, NC and has over 8 years of experience in the finance industry.

4
Sidney King, financial advisor Charlotte NC
Sidney B. King
CRD#: 2423491
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277

Sidney King (CRD# 2423491) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Charlotte, NC and has over 19 years of experience in the finance industry.

5
Stewart Neely, financial advisor Charlotte NC
Stewart M. Neely
CRD#: 7410255
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277

Stewart Neely (CRD# 7410255) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Charlotte, NC and has over 2 years of experience in the finance industry.

6
Cody Ritchie, financial advisor Charlotte NC
Cody B. Ritchie
CRD#: 7587698
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277

Cody Ritchie (CRD# 7587698) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Charlotte, NC and has 1 year of experience in the finance industry.

7
Benjamin Small, financial advisor Charlotte NC
Benjamin E. Small
CRD#: 7527128
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277

Benjamin Small (CRD# 7527128) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Charlotte, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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