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CORNERSTONE FINANCIAL PLANNING, LLC
CRD 129656 · SEC 801-107703
8 GREENLEAF WOODS DR., SUITE 202, PORTSMOUTH, NH, 03801, United States
Phone
603-431-1133
Fax
603-431-1139
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$400.7M
Discretionary AUM
$398.3M
Team
6 total employees; 6 advisory reps; 58 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $32.7M |
| High net worth individuals | 167 | $368.0M |
States served
CA, ME, MD, MA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD