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CORNERSTONE FINANCIAL PLANNING, LLC

8 Greenleaf Woods Dr.
Suite 202
Portsmouth, New Hampshire 3801
Tel: 603-431-1133

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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 3 offices throughout the country.

CORNERSTONE FINANCIAL PLANNING, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $254,201,637 assets under management, offering retirement planning & investment advisory services to 902 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#129656
SEC#801-107703
Assets Managed by Firm$254,201,637
No. of Clients902
No. of Advisors7

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total902$254,201,637
Individuals (other than high net worth individuals)106$46,288,947
High net worth individuals111$207,912,690

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