CORNERSTONE PLANNING, LLC
DBA: CORNERSTONE WEALTH PLANNING
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $485.9M |
| Discretionary | $481.6M99% of AUM |
| Non-Discretionary | $4.3M |
| Client Accounts | 1,273 |
| Avg Account Size | $382K |
| Employees | 13 |
| Peak AUM | $485.9MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $486M | +28.8% | +29.4% | +29.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $485.9M |
| Discretionary | $481.6M |
| Employees | 13 |
| Client Accounts | 1273 |
| Client Range | 251-500 |
Contact & Location
Address
7810 BALLANTYNE COMMONS PARKWAY
CHARLOTTE NC 28277
Phone
704-849-0123
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$482M
99.1% of AUM
Non-Discretionary
$4M
0.9% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Commodity Pool Operator