Barry Keck Betters II
Investment Adviser Representative at Cornerstone Financial Planning, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Barry Keck Betters II is an investment adviser representative with Cornerstone Financial Planning, LLC in Portsmouth, NH, where they have been registered since 2021. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Paladin Advisors, LLC and Strategic Advisers, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maine, New Hampshire, and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maine, New Hampshire, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Paladin Advisors, LLCMay 2016 – Feb 2019Kensington, NH
- Zeiders Enterprises Inc.Feb 2019 – Aug 2021Portsmouth, NH
- Cornerstone Financial Planning, LLCAug 2021 – no end date reportedPortsmouth, NH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cornerstone Financial Planning, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $750,000 (waivable)
- First $1,000,0001.00%
- Next $3,000,0000.60%
- Above $4,000,0000.30%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers a core all-in-one Financial Planning & Investment Management service that includes retirement planning, tax strategies, insurance and protection, estate planning, cash flow analysis, and investment management. All services are provided on a fee-only, fiduciary basis with no commissions or hidden fees, and include socially responsible investment (SRI) options.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Portsmouth, NH
- SEC file number:
- 801-107703
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at Cornerstone Financial Planning, LLC
6 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barry Keck Betters II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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