Cornerstone Financial Planning, LLC
Cornerstone Financial Planning, LLC (CRD# 129656) is a financial advisory firm headquartered in Portsmouth, NH. They manage $306,048,452 in 934 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management306MILLION
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Total Number of Accounts934ACCOUNTS
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Average Account Value$327,675
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, MD, ME, NH, TX
Barry Betters (CRD# 5941511) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.
Sara Casale (CRD# 6596420) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portland, ME and has over 8 years of experience in the finance industry.
Mackenzie Parsons (CRD# 5371043) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.
Bethany Goodrich (CRD# 7482428) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 2 years of experience in the finance industry.
Danielle Pensinger (CRD# 7475850) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portland, ME and has over 2 years of experience in the finance industry.
Kristen Vernace (CRD# 7722259) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.