RIA Intel›Advisers›New Hampshire›CORNERSTONE FINANCIAL PLANNING, LLC

CORNERSTONE FINANCIAL PLANNING, LLC

Advisory

N·PORTSMOUTH, NH

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$401M

1-Year AUM Growth

+20.4%

3-Year CAGR

+8.9%

Employees

6

Assets Under Management

Total AUM$401M

Discretionary AUM$398M

Non-Discretionary AUM$2M

Discretionary %99.4%

Total Clients233

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingOct 24, 2006

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORNERSTONE FINANCIAL PLANNING, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.