Cornerstone Financial Planning, LLC
● SEC registered since 2016CRD 129656SEC# 801-107703Portsmouth, NH
Reg. AUM
$400.7M
Employees
6
Accounts
1,025
Location
Portsmouth, NH
Cornerstone Financial Planning, LLC assets under management
Cornerstone Financial Planning, LLC is an SEC-registered investment adviser based in Portsmouth, NH. The firm has been registered since 2016. It reports $400.7 million in regulatory assets under management and employs 6 people.
Cornerstone Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Clara Traurig Control | Chief Compliance Officer/Member/Principal | 50-75% | 2022 |
| MacKenzie Holly Theodora Parsons Control | Member/Principal | 50-75% | 2022 |
Frequently asked questions
How much does Cornerstone Financial Planning, LLC manage?
Cornerstone Financial Planning, LLC reports $400.7 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Financial Planning, LLC have?
Cornerstone Financial Planning, LLC reports 6 employees.
Where is Cornerstone Financial Planning, LLC located?
Cornerstone Financial Planning, LLC is based in Portsmouth, NH and has been SEC-registered since 2016.
Does Cornerstone Financial Planning, LLC disclose fund performance?
Cornerstone Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH 03801 |
| Phone | 603-431-1133 |
| Fax | 603-431-1139 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$400.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$400.7Mregulatory AUM
Discretionary $398.3MNon-discretionary $2.4M