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Christopher William Knight

Investment adviser representative at Cornerstone Wealth Planning
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. Asset DedicationSep 2017 to now
  2. Cornerstone Wealth PlanningApr 2013 to now
  3. Cornerstone Planning LLCMar 2013 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

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
5240507
Firm CRD
166886
Advisor's SEC record (opens in a new tab)
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