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CORNERSTONE WEALTH PLANNING
CRD 306182
49 FARM VIEW DR., SUITE 302, NEW GLOUCESTER, ME, 04260, United States
Phone
207-376-3160
Fax
(888) 503-5701
Registration
— (—)
Source
State registered
Total AUM
$104.7M
Discretionary AUM
$104.6M
Team
5 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $58.7M |
| High net worth individuals | 31 | $45.8M |
| Charitable organizations | 1 | $221K |
All web addresses on file
Official SEC filing: View on IAPD