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

79 Main Street, Auburn, ME 04210

https://www.facebook.com/cornerstonewealthplanning

By the Numbers

Total Assets Under Management

75

MILLION
Total Number of Accounts

370

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Jon-wesley A. Davis

CRD#: 5816745

79 Main Street, Auburn, ME 04210

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.

Melinda F. Davis

CRD#: 2859112

79 Main Street, Auburn, ME 04210

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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