RIA Intel›Advisers›Maine›CORNERSTONE WEALTH PLANNING

CORNERSTONE WEALTH PLANNING

Advisory

NEW GLOUCESTER, ME

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in ME

#46

of 58 advisers by AUM

Average account

$268K

across 390 accounts

AUM per adviser

$52M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$105M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$105M

Discretionary AUM$105M

Non-Discretionary AUM$107K

Discretionary %99.9%

Total Clients196

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InME, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

196 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

HARVEST ASSET GROUP, LLC

$107M

OLDFIELD WEALTH PARTNERS LLC

$110M

VOLK FINANCIAL LLC

$117M

BOGUE ASSET MANAGEMENT, LLC

$93M

WRIGHT COVE CAPITAL, LLC

$121M

ALTERITY FINANCIAL GROUP, LLC

$121M

Get the full picture on CORNERSTONE WEALTH PLANNING

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CORNERSTONE WEALTH PLANNING and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans