Wealth Manager
    SEC Registered
    Manages Private Funds

    Cornerstone Financial Planning, LLC

    Registered investment advisor · Portsmouth, New Hampshire · CRD #129656

    Assets Under Management
    $401M
    Client Accounts
    1,025
    Employees
    6
    CRD Number
    129656
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cornerstone Financial Planning, LLC

    Cornerstone Financial Planning, LLC is an investment advisory firm based in New Hampshire offering personalized financial planning and wealth management services, with a focus on fee-only, fiduciary financial planning and holistic investment management. The firm serves clients across the United States.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cornerstone Financial Planning, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cornerstone Financial Planning, LLC's AUM?

    Cornerstone Financial Planning, LLC reports approximately $401M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cornerstone Financial Planning, LLC headquartered?

    Cornerstone Financial Planning, LLC is headquartered in Portsmouth, New Hampshire.

    What is Cornerstone Financial Planning, LLC's CRD number?

    Cornerstone Financial Planning, LLC's CRD number is 129656. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cornerstone Financial Planning, LLC manage?

    Cornerstone Financial Planning, LLC manages approximately 1,025 client accounts according to its latest SEC filing.

    Is Cornerstone Financial Planning, LLC SEC registered?

    Yes, Cornerstone Financial Planning, LLC is registered with the SEC as an investment adviser with an approved registration status.

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