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Cornerstone Financial Planning, LLC
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Overview Share
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, nan
$205.9 million AUM
2 offices

Cornerstone Financial Planning, LLC is based in , nan and has $205.9 million in assets under management.

Location

, nan
$205.9 million
AUM
4
Employees
AUM Share
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$205,903,822
Assets under management
704 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 77 $49,520,372 24% $643,122
High net worth individuals 87 $156,383,450 76% $1,797,511
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$205,903,822
Assets under management
$51,475,956
AUM per employee
$51,475,956
AUM per investment analyst
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Compensation

Cornerstone Financial Planning, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Cornerstone Financial Planning, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
Firm data Share
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CRD number 129,656
SEC number 801-107703
Legal structure Limited Liability Company
Legal governance New Hampshire, United States
Latest ADV filing date April 27, 2020

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