Cornerstone Financial Planning, LLC

Cornerstone Financial Planning, LLC (CRD# 129656) is a financial advisory firm headquartered in Portsmouth, NH. They manage $306,048,452 in 934 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $327,675
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, TX

Financial Advisors at Cornerstone Financial Planning, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Barry K. Betters
CRD#: 5941511
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH 03801

Barry Betters (CRD# 5941511) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.

2
Sara A. Casale
CRD#: 6596420
38 Union Wharf, Portland, ME 04101

Sara Casale (CRD# 6596420) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portland, ME and has over 7 years of experience in the finance industry.

3
Mackenzie H. Parsons
CRD#: 5371043
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH 03801

Mackenzie Parsons (CRD# 5371043) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.

4
Christina C. Traurig
CRD#: 6513564
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH 03801
Christina Traurig (CRD# 6513564) is an Investment Advisor Representative working at Winebrenner Capital Management LLC in Louisville, KY and has 1 year of experience in the finance industry.
5
Bethany Goodrich
CRD#: 7482428
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH 03801

Bethany Goodrich (CRD# 7482428) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 2 years of experience in the finance industry.

6
Danielle S. Pensinger
CRD#: 7475850
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH 03801

Danielle Pensinger (CRD# 7475850) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 2 years of experience in the finance industry.

7
Kristen Vernace
CRD#: 7722259
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH 03801

Kristen Vernace (CRD# 7722259) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.

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