Cornerstone Wealth Planning

Retirement Planning Firm in Charlotte, NC

Firm Info
Address: 7810 Ballantyne Commons Pkwy Suite 200, Charlotte, NC 28277, USA
Phone: (704) 849-0123

Firm Size
Assets Under Management: $185.1 million
# of Advisors: 4
# of Clients: 665
Client to Advisor Ratio: 166:1
Average Account Size: $278,293
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Cornerstone Wealth Planning Overview

Cornerstone Wealth Planning is a new firm that has been in business since 2020. They take a fee only approach as a registered investment advisory firm in Charlotte, NC. As an accounting firm that provides investment advice, they offer a range of services to individuals and small businesses, such as financial planning and portfolio management. They also offer educational seminars and workshops, which provide clients with a broader understanding of investment strategies. Cornerstone Wealth Planning believe in providing a unique service to their clients that sets them apart from others. They aim to make their clients feel comfortable and confident in the management of their finances. They do this through personalized financial planning and by working closely with other advisors to ensure clients have the best resources available to them. The firm’s portfolio management services are tailored to the unique needs of each client. Whether it’s for an individual or a small business, they take the time to understand the goals and priorities of each investment plan. This ensures that clients receive the best possible advice and strategies to help them achieve their financial objectives. With their dedication to providing personalized services, Cornerstone Wealth Planning is quickly becoming a trusted partner for those looking to manage their investments.

CORNERSTONE WEALTH PLANNING is a full-service financial consulting firm that offers expert financial advice to a wide variety of clients. The firm caters to individuals, high net worth individuals, and other corporations that need assistance with their finances. Whenever someone is in need of financial advice, they can turn to CORNERSTONE WEALTH PLANNING, as the firm has experience working with all types of clients and can provide valuable insights regardless of their situation. In terms of fees, CORNERSTONE WEALTH PLANNING offers a number of different fee structures to their clients, depending on the service provided. Some clients may opt for a percentage of assets under management (AUM) fee, while others may choose to pay an hourly rate for specific services. Fixed fees are also available depending on the needs of the client. With a range of fee structures available, CORNERSTONE WEALTH PLANNING ensures that each client can receive the financial advice they need without worrying about how they will be charged. Ultimately, CORNERSTONE WEALTH PLANNING strives to provide expert financial advice to clients from all walks of life, ensuring that everyone has access to the resources they need to achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Cornerstone Wealth Planning does not mention an investment minimum for their services.

How This Office Can Help Charlotte, NC Residents

Cornerstone Wealth Planning is a trusted and reliable company in Charlotte, NC that provides exceptional financial planning services for its clients. Their main objective is to assist individuals, families, and businesses in attaining their financial goals by creating a personalized financial plan to fit their unique needs. Their expertise and experience allow them to assist clients with a wide range of financial situations including retirement planning, tax planning, estate planning, education planning, debt management, and investment management. Many people residing in Charlotte, NC need assistance with retirement planning. The city has a rapidly aging population, and many individuals may not be financially prepared for their retirement years. Cornerstone Wealth Planning works with their clients to determine their retirement goals, create a custom retirement plan, and manage their retirement savings. Additionally, Charlotte is home to numerous small businesses and entrepreneurs who require financial planning services for their businesses and personal finances. Cornerstone Wealth Planning can assist these business owners with tax planning, succession planning, and employee benefits to help their businesses thrive.

To view the Minimum Investment and Fee Schedule for Cornerstone Wealth Planning, visit their Part 2 Brochure.

Services Offered by Cornerstone Wealth Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cornerstone Wealth Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 7810 Ballantyne Commons Pkwy Suite 200, Charlotte, NC 28277, USA
Phone (704) 849-0123
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Cornerstone Wealth Planning is registered to service clients in the following states:

  • North Carolina
  • South Carolina
  • Texas

Disciplinary History

Cornerstone Wealth Planning does not have any disclosures. Please visit it's Form ADV for more details.