Benjamin Eli Small
Investment adviser representative at Cornerstone Wealth Planning
13 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
13 years in the industry.
- Cornerstone Wealth PlanningAug 2023 to now
- The Vanguard Group, Inc.Apr 2022 to Jul 2023
- Chick-fil-aJun 2021 to Mar 2022
- Graybar ElectricJun 2019 to Jun 2021
- Lba Haynes Strand, PllcJan 2018 to Apr 2018
- University of North Carolina At CharlotteJan 2017 to Dec 2018
- The Ups StoreJul 2015 to Jun 2019
- Central Piedmont Community CollegeAug 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7527128
- Firm CRD
- 166886