CORNERSTONE WEALTH PLANNING
SEC RegisteredAN ENGAGING EDUCATIONAL COURSE TEACHING YOU HOW TO BUILD A COMPREHENSIVE PLAN FOR RETIREMENT.
About the firm
Retirement Planning Blueprint is an educational course teaching how to build a comprehensive plan for retirement, offered by Chris Knight, a CERTIFIED FINANCIAL PLANNER™ professional and Managing Director & Senior Wealth Advisor for Cornerstone Wealth Planning. The course covers Social Security, taxes, investments, Medicare, and estate planning, with objective education and no products or sales pitches.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
People who are near or in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 282 | $136M |
| High Net Worth Individuals | 127 | $343M |
17 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.25% |
| Over $500,000 | 0.95% |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORNERSTONE WEALTH PLANNING 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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