Cornerstone Wealth

Cornerstone Wealth (CRD# 157935) is a financial advisory firm headquartered in Huntersville, NC. They manage $612,507,660 in 3,562 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    613
    MILLION
  • Total Number of Accounts
    3,562
    ACCOUNTS
  • Average Account Value
    $171,956
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, IN, LA, NC, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Cornerstone Wealth
Showing 1 - 10 of 29 top financial advisors.
1
Jeffrey A. Carbone
CRD#: 2104647
16810 Kenton Drive, Suite 200, Huntersville, NC 28078
96
Wealthminder
score

Jeffrey Carbone (CRD# 2104647) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 25 years of experience in the finance industry. Jeffrey Carbone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Katherine C. Gilbert
CRD#: 5596909
16810 Kenton Drive, Suite 200, Huntersville, NC 28078
96
Wealthminder
score

Katherine Gilbert (CRD# 5596909) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 6 years of experience in the finance industry. Katherine Gilbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Curtis S. Heinz
CRD#: 242015
3325 Springbank Lane, Suite 302, Charlotte, NC 28226
96
Wealthminder
score

Curtis Heinz (CRD# 242015) is an Investment Advisor Representative working at Cornerstone Wealth in Charlotte, NC and has over 35 years of experience in the finance industry. Curtis Heinz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew K. Smith
CRD#: 3148469
16810 Kenton Drive, Suite 200, Huntersville, NC 28078
96
Wealthminder
score

Andrew Smith (CRD# 3148469) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 17 years of experience in the finance industry. Andrew Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John D. Thacker
CRD#: 5539324
16810 Kenton Drive, Suite 200, Huntersville, NC 28078
96
Wealthminder
score

John Thacker (CRD# 5539324) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 8 years of experience in the finance industry. John Thacker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Alexander B. Barnes
CRD#: 6065932
16810 Kenton Dr., Suite 200, Huntersville, NC 28078
93
Wealthminder
score

Alexander Barnes (CRD# 6065932) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 4 years of experience in the finance industry. Alexander Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jonathan S. Brown
CRD#: 4997851
140 Milestone Way, Suite A, Greenville, SC 29615
93
Wealthminder
score

Jonathan Brown (CRD# 4997851) is an Investment Advisor Representative working at Cornerstone Wealth in Greenville, SC and has over 11 years of experience in the finance industry.

8
John A. Godfrey
CRD#: 4936625
16810 Kenton Drive, Suite 200, Huntersville, NC 28078
93
Wealthminder
score

John Godfrey (CRD# 4936625) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 11 years of experience in the finance industry.

9
Jeremy W. Grant
CRD#: 4728632
16810 Kenton Drive, Suite 200, Huntersville, NC 28078
93
Wealthminder
score

Jeremy Grant (CRD# 4728632) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 13 years of experience in the finance industry.

10
Rachel G. Miller
CRD#: 4922654
16810 Kenton Drive, Suite 200, Huntersville, NC 28078
93
Wealthminder
score

Rachel Miller (CRD# 4922654) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 9 years of experience in the finance industry.

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