CORNERSTONE WEALTH PLANNING

Legal name: CORNERSTONE PLANNING, LLC

CRD 166886File 801-119224

APPROVED

Retail clients

Custody

Filing as of Feb 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$485.9M

Above cohort median (national)

Discretionary AUM

$481.6M

Non-discretionary $4.3M

Clients

409

1,273 accounts

Employees

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 31, 2020
Principal office: 7810 BALLANTYNE COMMONS PARKWAY, SUITE 200, CHARLOTTE, NC, 28277
Phone: 704-849-0123
Website: http://www.rpblueprint.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $485.9M
Discretionary AUM: $481.6M
Non-discretionary AUM: $4.3M
Discretionary accounts: 1,272
Non-discretionary accounts: 1
Total accounts: 1,273
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.5M
High net worth individuals	127	$343.3M
Pension and profit sharing plans	Fewer than 5	$4.3M
Individuals (other than high net worth individuals)	282	$135.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.