CORNERSTONE PLANNING, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 166886). Regulatory assets under management: $485.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Knight David William | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | Ashland, OR |
| James Michael Cullen | CHIEF COMPLIANCE OFFICER | — |
| Christopher William Knight | MANAGING DIRECTOR; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BELMONT | NC | 1 | 704.849.0123 |
| CHARLOTTE | NC | 1 | 704.849.0123 |
| HIGH POINT | NC | 1 | 704.849.0123 |
| BELMONT | NC | 1 | 704.849.0123 |
| CHARLOTTE | NC | 1 | 704.849.0123 |
| HIGH POINT | NC | 1 | 704.849.0123 |