Cornerstone Wealth Planning

Cornerstone Planning, LLC, also known as Cornerstone Wealth Planning, is a registered investment adviser founded in 2013 by Chris Knight, who serves as President and Chief Compliance Officer. The firm specializes in providing investment advice, financial planning, and portfolio management services to individuals, high net worth individuals, and small businesses. With a commitment to placing clients' interests first, the firm manages over $373 million on a discretionary basis and $3.8 million on a non-discretionary basis as of December 31, 2024. Clients can opt for discretionary management, granting the firm authority to make investment decisions without client consent, or non-discretionary management, where decisions require client approval. Services offered include asset management, financial planning, and tax preparation services. The firm's investment strategies are based on Modern Portfolio Theory and fundamental analysis. Chris Knight, the President, holds a Bachelor's degree in Business Administration with a Financial Concentration and is a Certified Financial Planner (CFP®). The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have the option to engage in financial planning services with fees ranging from $250 to $10,000 based on the level of service. The firm does not have any disciplinary history to disclose and does not receive compensation for client referrals. Clients have the flexibility to direct brokerage and are provided with regular account reviews and reports. The glossary of key terms includes definitions of various financial terms and risks associated with investing in mutual funds, bond funds, and stock funds, among others.