Wealth Manager
    Manages Private Funds

    Cornerstone Wealth Planning

    Registered investment advisor · New Gloucester, Maine · CRD #306182

    Assets Under Management
    $105M
    Client Accounts
    390
    Employees
    5
    CRD Number
    306182
    Registration
    STATE Registered

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

    About Cornerstone Wealth Planning

    Cornerstone Wealth Planning is a registered investment advisory firm headquartered in New Gloucester, Maine, managing approximately $105M in regulatory assets across 390 client accounts. The firm's full regulatory record is filed with the SEC under CRD #306182.

    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 Wealth Planning

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    Frequently Asked Questions

    What is Cornerstone Wealth Planning's AUM?

    Cornerstone Wealth Planning reports approximately $105M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cornerstone Wealth Planning headquartered?

    Cornerstone Wealth Planning is headquartered in New Gloucester, Maine.

    What is Cornerstone Wealth Planning's CRD number?

    Cornerstone Wealth Planning's CRD number is 306182. 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 Wealth Planning manage?

    Cornerstone Wealth Planning manages approximately 390 client accounts according to its latest SEC filing.

    Is Cornerstone Wealth Planning SEC registered?

    Cornerstone Wealth Planning is registered as a STATE investment adviser.

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