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Cornerstone Financial Planning, LLC

● SEC registered since 2016CRD 129656SEC# 801-107703Portsmouth, NH
Export (members)
Reg. AUM
$336M
Employees
7
Accounts
968
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 $336 million in regulatory assets under management and employs 7 people.
www.cornerstoneplanning.comView on SEC.gov ↗

Cornerstone Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christina Clara Traurig ControlChief Compliance Officer/Member/Principal50-75%2022
MacKenzie Holly Theodora Parsons ControlMember/Principal50-75%2022

Frequently asked questions

How much does Cornerstone Financial Planning, LLC manage?

Cornerstone Financial Planning, LLC reports $336 million in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Financial Planning, LLC have?

Cornerstone Financial Planning, LLC reports 7 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

Address8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH 03801
Phone603-431-1133
Fax603-431-1139
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$327.8M
Non-discretionary$8.2M
Total (RAUM)$336M