Cornerstone Financial Planning, LLC

CRD 129656 · Portsmouth, NH · $400.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 129656
SEC number: 801-107703
Firm type: RIA
Assets under management: $400.7M as of Mar 23, 2026
Website: www.cornerstoneplanning.com ↗
Phone: 603-431-1133
Address: 8 Greenleaf Woods Dr., Portsmouth, NH, 03801

Advisors at this firm

7 in our index · page 1 of 1

Barry Keck BettersCRD 5941511 · Portsmouth, NH

IA Registered
Derek BonneauCRD 8202376 · Portsmouth, NH

IA Registered
Sara Anne CasaleCRD 6596420 · Portland, ME

IA RegisteredRegistration inactive
Mackenzie Holly Theodora ParsonsCRD 5371043 · Portland, ME

IA Registered
Danielle S PensingerCRD 7475850 · Portland, ME

IA Registered
Christina Clara TraurigCRD 6513564 · Portsmouth, NH

IA Registered
Jillian Elizabeth WagnerCRD 8208985 · Portsmouth, NH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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