Cornerstone Financial Planning, LLC

Cornerstone Financial Planning, LLC (CRD# 129656) is a financial advisory firm headquartered in , . They manage $115,540,771 in 476 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $242,733
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, ME, NH

Financial Advisors at Cornerstone Financial Planning, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mackenzie Arsenault
CRD#: 5371043
Portsmouth, NH
96
Wealthminder
score

Mackenzie Arsenault (CRD# 5371043) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry. Mackenzie Arsenault has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jill B. Boynton
CRD#: 1260104
Portsmouth, NH
96
Wealthminder
score

Jill Boynton (CRD# 1260104) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 32 years of experience in the finance industry. Jill Boynton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Susan J. Veligor
CRD#: 2504046
Portsmouth, NH
96
Wealthminder
score

Susan Veligor (CRD# 2504046) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 22 years of experience in the finance industry. Susan Veligor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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