CRD: 306182
Cornerstone Wealth Planning
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-17-2020
- Office Locations
- 1
Office Locations
About Cornerstone Wealth Planning
Cornerstone Wealth Planning is a New Gloucester, ME wealth planning firm providing investment management and comprehensive financial planning for clients navigating different life stages. The team emphasizes a high-touch, relationship-first client experience with upfront fit assessment and ongoing communication. Portfolios commonly use ETFs and public funds; custodies through LPL Financial.
Team overview
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Investment Themes
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Owner & Executives
MELINDA FROST DAVIS
Chief Compliance Officer, President
- CRD
- #2859112
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JON-WESLEY AUSTIN DAVIS
Assistant Vice President, Associate Regional Director
- CRD
- #5816745
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,581,196 | -- |
| Non-Discretionary | $106,767 | -- |
| Total | $104,687,963 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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