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).
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Total Assets Under Management309MILLION
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Total Number of Accounts1,040ACCOUNTS
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Average Account Value$297,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NC, SC, TX
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.
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.
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.
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.
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.
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.
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.