Cornerstone Financial Planning, LLC
Cornerstone Financial Planning, LLC is an SEC-registered wealth manager in Portsmouth, NH with $400.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Cornerstone Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129656, SEC 801-107703, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $400.7M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Portsmouth, NH
- Employees
- 6
- Clients
- 247
- CRD
- 129656
- Ownership
- VELIGOR, SUSAN, JELLIS; BOYNTON, JILL, BANGSER; BOYNTON, JILL, B; TRAURIG, CHRISTINA, CLARA; ARSENAULT, MACKENZIE
How much AUM does Cornerstone Financial Planning, LLC have?
Cornerstone Financial Planning, LLC reported $400.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Cornerstone Financial Planning, LLC?
Disclosed owners and executives of Cornerstone Financial Planning, LLC include VELIGOR, SUSAN, JELLIS, BOYNTON, JILL, BANGSER, BOYNTON, JILL, B, TRAURIG, CHRISTINA, CLARA, ARSENAULT, MACKENZIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.