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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 2 advisory representatives and 196 clients, or 98 clients per representative. That equates to $534.1K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
Cornerstone Wealth Planning has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.