Overview
Assets Under Management: $377 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Frequently Asked Questions
CORNERSTONE PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166886), CORNERSTONE PLANNING, LLC is subject to fiduciary duty under federal law.
CORNERSTONE PLANNING, LLC is headquartered in CHARLOTTE, NC.
CORNERSTONE PLANNING, LLC serves 89 high-net-worth clients according to their SEC filing dated February 23, 2025. View client details ↓
According to their SEC Form ADV, CORNERSTONE PLANNING, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CORNERSTONE PLANNING, LLC manages $377 million in client assets according to their SEC filing dated February 23, 2025.
According to their SEC Form ADV, CORNERSTONE PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,113
Discretionary Accounts: 1,112
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 166886
Last Filing Date: 2025-02-23 00:00:00
Website: https://cornerstone4planning.com