This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$362MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$362M

Private client RAUM

$358MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

15

RAUM per advisor

$24.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

26

Advisory employees

14

Offices

3Schedule D 1.F, beyond the principal office

Accounts

2,137

Individual clients

721

High net worth clients

69

SEC number

801-123504

CRD

285347

Filings on the tape

13

First filed

Feb 18, 2022

Latest filed

Mar 20, 2026

Organised

Limited Liability Company, TN

Website

planforeverything.com

• Occurred

  Jun 16, 2023
  Advisor changed firm

  Elizabeth Caughman Geibig left Blue Ridge Wealth Planners for Cornerstone Management, Inc. (registered 2023-07-24)

  Form ADVobserved 6 days ago
• Occurred

  Feb 18, 2022
  First Form ADV filing

  Blue Ridge Wealth Planners filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:65e20e6a-90fa-14f0-a9ad-34885741294f

First observed

Feb 18, 2022

Last observed

Mar 20, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.