Cornerstone Financial Planning, LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 129656
- Registered since
- April 27, 2016
- Website
- cornerstoneplanning.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.84%
- Individuals8.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cornerstone Financial Planning, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2016 and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It functions as a capital allocator, meaning it places client assets with third‑party managers when appropriate. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagement options. The firm does not identify as an active ESG investor and is not listed as a multistate adviser on its snapshot profile.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Private Funds1%
Owners & executives
1 of 1
Christina Traurig
Chief Compliance OfficerCRD 6513564
Contacts
3 of 6
Mackenzie Parsons
PrincipalCRD 5371043
Sara Casale
Financial PlannerCRD 6596420
Barry Betters
Financial PlannerCRD 5941511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 8 Greenleaf Woods Dr
- Time zone
- ET (UTC-5)
- Office locations
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