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Cornerstone Financial Planning, LLC

Cornerstone Financial Planning, LLC. CRD 129656

Cornerstone Financial Planning, LLC logo

CRD: 129656

Cornerstone Financial Planning, LLC

Portsmouth, NH, 03801
6034311133
www.cornerstoneplanning.com
$400.7M Total AUM
$398.3M Disc. AUM
12.0% 3Y CAGR
6 Employees
305 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Tiaa
Clients
Retail
Platforms
Vector vital
Established Date
02-17-2004
Office Locations
2

Office Locations

38 Union Wharf Portland ME
8 Greenleaf Woods Dr. Suite 202 Portsmouth NH

About Cornerstone Financial Planning, LLC

Cornerstone Financial Planning is a women-led, women-owned, fee-only fiduciary firm providing holistic financial planning and investment management for individuals and families in Portland, ME and Portsmouth, NH. Advice integrates tax strategy, insurance, estate, retirement and cash-flow planning alongside portfolio management, with independently selected, academically grounded investing. The team includes CFP® professionals and is a Certified B Corp.

Team overview

35 AVG AGE
$66.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.2 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Peak radial Focus ember

Custodian

Crest insight Momentum value Harbor signal Element frontier

Investment Themes

Eagle Optima fusion Matrix

Investment Vehicles

Oak catalyst

Platform

Prime eagle Harbor

Services

Meridian unison Element Frontier Pathway atlas Quantum Harbor Zenith Legacy

Technology

Summit

Owner & Executives

MACKENZIE HOLLY THEODORA PARSONS

MACKENZIE HOLLY THEODORA PARSONS

Financial Planner, PRINCIPAL

CRD
#5371043
Ownership
50% but less than 75%
(406) 734-4707
prime.north@vertexcapital.com
in linkedin.com/in/capital-catalyst
CHRISTINA CLARA TRAURIG

CHRISTINA CLARA TRAURIG

Chief Compliance Officer, Financial Planner, PRINCIPAL

CRD
#6513564
Ownership
50% but less than 75%
(555) 255-7427
meridian.summit@zenithcapital.com
in linkedin.com/in/timber-unison

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Contacts

BARRY KECK BETTERS II

BARRY KECK BETTERS II

Financial Planner

CRD
#5941511
(321) 556-3871
crest.frontier@zenithcapital.com
in linkedin.com/in/oak-horizon
D

Derek Bonneau

--

CRD
#8202376
(332) 220-7921
crest.glacier@elementcapital.com
in linkedin.com/in/peak-zenith
W

Wave vital

Beacon legacy

CRD
#32000
(664) 580-9790
value.momentum@quantumcapital.com
in linkedin.com/in/glacier-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-03-2022
12-22-2023
05-02-2024
08-22-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $398,282,286 $396,696
Non-Discretionary $2,408,971 $114,713
Total $400,691,257 $390,918

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Separately Managed Accounts

Total SMA Asset: $400,691,257

$400.7M Total SMA
Public Funds:
22.5%
Cash:
11.1%
Equity - Exchange:
29.3%
Municipal Bonds:
15.4%
Private Funds:
21.7%
Asset class Assets Assets %
Public Funds $1,100,764,376 22.5%
Cash $543,043,759 11.1%
Equity - Exchange $1,433,439,832 29.3%
Municipal Bonds $753,412,062 15.4%
Private Funds $1,061,626,088 21.7%
Total $4,892,286,117 100.0%

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