Cornerstone Financial Planning, LLC

RIASEC RegisteredEst. 2016

Total AUM

$401M

Discretionary

$398M

99% of AUM

Avg account

$391K

Accounts

1,025

Employees

6

Advisory reps

7

Firm details

Headquarters: Portsmouth, New Hampshire
CRD number: 129656
Registered since: April 27, 2016
Website: cornerstoneplanning.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.84%
Individuals8.16%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cornerstone Financial Planning, LLC is an independent, individual-owner registered investment adviser that has been SEC-registered since 2016. The firm focuses on serving individuals and families and offers a mix of financial planning, portfolio management for individuals and small businesses, and third-party manager selection. Its billing model includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. Cornerstone is identified as a capital allocator and is not listed as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds88%
Exchange Traded Equities5%
Cash & Cash Equivalents5%
State & Local Bonds1%
Private Funds1%

Owners & executives

1 of 1

Christina Traurig
Chief Compliance OfficerCRD 6513564

Contacts

3 of 6

Sara Casale
Financial PlannerCRD 6596420
Jillian Wagner
ParaplannerCRD 8208985
Derek Bonneau
ParaplannerCRD 8202376

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Rockingham
Address: 8 Greenleaf Woods Dr
Time zone: ET (UTC-5)
Office locations

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