Cornerstone Wealth Planning

CRD 166886 · Charlotte, NC · $485.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 166886
SEC number: 801-119224
Firm type: RIA
Assets under management: $485.9M as of Feb 10, 2026
Website: www.rpblueprint.com ↗
Phone: 704-849-0123
Address: 7810 Ballantyne Commons Parkway, Charlotte, NC, 28277

Advisors at this firm

10 in our index · page 1 of 1

Esther Laurie BodmanCRD 2091978 · Charlotte, NC

IA Registered
Kevin Douglas JohnsonCRD 7733546 · Charlotte, NC

IA Registered
Sidney Bert KingCRD 2423491 · Charlotte, NC

IA RegisteredRegistration inactive
Christopher William KnightCRD 5240507 · Charlotte, NC

IA Registered
Joseph Matthew McfaddinCRD 4411248 · Charlotte, NC

IA RegisteredRegistration inactive
Shon Emery MccarleyCRD 8187065 · Charlotte, NC

IA Registered
Stewart Michael NeelyCRD 7410255 · Charlotte, NC

IA Registered
Cody Brown RitchieCRD 7587698 · Charlotte, NC

IA Registered
Aaron Joel SalterCRD 6511293 · Charlotte, NC

IA Registered
Benjamin Eli SmallCRD 7527128 · Charlotte, NC

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.