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 26 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 7 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 36 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 18 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 9 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 5 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 12 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 12 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 14 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 10 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.