Kevin Douglas Johnson
Investment Adviser Representative at Cornerstone Wealth Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Douglas Johnson is an investment adviser representative with Cornerstone Wealth Planning in Charlotte, NC, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cornerstone Wealth Planning, LLCOct 2022 – no end date reportedCharlotte, NC
- Redeemer Presbyterian Church San DiegoJun 2016 – Sep 2022San Diego, CA
- Bridge Church San DiegoMay 2014 – May 2022San Diego, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cornerstone Wealth Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 - $500,0001.25%
- Over $500,0000.95%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
An educational retirement planning course providing classroom instruction from a Certified Financial Planner™, covering Social Security options, tax mitigation, investment alignment, Medicare decisions, and estate planning, along with a Retirement Planning Guidebook of over 140 pages.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Charlotte, NC
- SEC file number:
- 801-119224
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 10, 2026
View full firm profileOther advisors at Cornerstone Wealth Planning
9 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Douglas Johnson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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