Sidney Bert King
Investment adviser representative at Cornerstone Wealth Planning
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$485.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Cornerstone Wealth PlanningOct 2023 to now
- TIAADec 2007 to Oct 2023
- TIAA-CREF Individual & Institutional Services, LLCDec 2007 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cornerstone Wealth Planning
Legal name: Cornerstone Planning, LLC
$485.9MAssets managed
409Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2423491
- Firm CRD
- 166886