Cornerstone Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated March 23, 2026, reports $401M in regulatory assets under management, 6 employees, 1 office, and 1,025 accounts.
Assets Under Management
$401M
Employees
6
Offices
1 office
Total Clients
247
Primary office
PORTSMOUTH, NH
8 GREENLEAF WOODS DR., SUITE 202, PORTSMOUTH, NH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.6% of total clients.
Top client categories% of clientsClients
1
HNWI
67.6%
167
2
Individuals
32.4%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$401Mas of March 23, 2026
Discretionary99.4%
$398M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$401M
Total Accounts1,025
10Y AUM Change+$271M (+209.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee41:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.