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Home > Retirement Planners > new hampshire > portsmouth > CORNERSTONE FINANCIAL PLANNING, LLC
CORNERSTONE FINANCIAL PLANNING, LLC
8 Greenleaf Woods Dr.
Suite 202
Portsmouth, New Hampshire 03801
Tel: 603-431-1133
About CORNERSTONE FINANCIAL PLANNING, LLC
CORNERSTONE FINANCIAL PLANNING, LLC, formally registered with the SEC as CORNERSTONE FINANCIAL PLANNING, LLC. The firm was established in 04/27/2016. They have over 2 offices throughout the country.
CORNERSTONE FINANCIAL PLANNING, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $306,048,452 assets under management, offering retirement planning & investment advisory services to 934 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129656 |
| SEC# | 801-107703 |
| Assets Managed by Firm | $306,048,452 |
| No. of Clients | 934 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 934 | $306,048,452 |
| Individuals (other than high net worth individuals) | 95 | $42,476,465 |
| High net worth individuals | 130 | $263,571,987 |
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