Kevin Douglas Johnson
Investment adviser representative at Cornerstone Wealth Planning
12 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
12 years in the industry.
- Cornerstone Wealth Planning, LLCOct 2022 to now
- Redeemer Presbyterian Church San DiegoJun 2016 to Sep 2022
- Bridge Church San DiegoMay 2014 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7733546
- Firm CRD
- 166886