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CORNERSTONE WEALTH PLANNING

CHARLOTTE, NC · CRD 166886 · IAPD ↗ · rpblueprint.com · 704-849-0123

$485.9MRegulatory AUM
9Advisory reps
13Employees
17Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — CORNERSTONE WEALTH PLANNING notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2026 — CORNERSTONE WEALTH PLANNING reported RAUM up 29% ($377.2M -> $485.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2025 — CORNERSTONE WEALTH PLANNING reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
February 2024 — CORNERSTONE WEALTH PLANNING changed its website from cornerstone4planning.com to rpblueprint.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2024 — CORNERSTONE WEALTH PLANNING notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2024 — CORNERSTONE WEALTH PLANNING reported RAUM up 35% ($229.0M -> $309.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2024 — CORNERSTONE WEALTH PLANNING grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.