CORNERSTONE PLANNING, LLC
Doing business as CORNERSTONE WEALTH PLANNING. SEC Form ADV profile.
Total regulatory AUM
$485,905,211
Discretionary
$481,598,034
Non-discretionary
$4,307,177
Firm details
- CRD number
- 166886
- SEC file number
- 801-119224
- Main office
- CHARLOTTE, NC, United States
- Employees
- 13
- SEC status
- Approved
- Website
- http://www.rpblueprint.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.