Cornerstone Wealth Planning
Cornerstone Wealth Planning (CRD# 306182) is a financial advisory firm headquartered in Auburn, ME. They manage $75,007,068 in 370 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management75MILLION
-
Total Number of Accounts370ACCOUNTS
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Average Account Value$202,722
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ME, SC
Financial Advisors at Cornerstone Wealth Planning
1
Jon-wesley Davis (CRD# 5816745) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 14 years of experience in the finance industry.
2
Melinda Davis (CRD# 2859112) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 24 years of experience in the finance industry.
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