Stewart Michael Neely
Investment adviser representative at Cornerstone Wealth Planning
11 yearsExperience
1 stateRegistered in
$485.9MFirm assets
6 yearsFirm in business
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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
11 years in the industry.
- Cornerstone Wealth PlanningJul 2021 to now
- Christ Covenant ChurchJun 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7410255
- Firm CRD
- 166886