Jillian Elizabeth Wagner
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.
Jillian Elizabeth Wagner is an investment adviser representative with Cornerstone Financial Planning, LLC in Portsmouth, NH, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. 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.
- Cornerstone Financial PlanningAug 2025 – no end date reportedPortsmouth, NH
- Tamarack Grief Resource CenterSep 2024 – Jul 2025Missoula, MT
- Cindy May MarketingSep 2023 – Aug 2024Flagstaff, AZ
- Lowell ObservatoryApr 2022 – May 2024Flagstaff, AZ
- Bookmans ExchangeDec 2021 – Apr 2022Flagstaff, AZ
- Private NannyingApr 2021 – Dec 2021Flagstaff, AZ
- Stephanie Collins, DDSJan 2021 – Apr 2021Flagstaff, AZ
- Dark Sky BrewingOct 2020 – Jan 2021Flagstaff, AZ
- American Conservation ExperienceAug 2020 – Oct 2020Flagstaff, AZ
- barre3 FlagstaffMay 2018 – Jul 2020Flagstaff, AZ
- Chico'sFeb 2016 – May 2018Flagstaff, AZ
Official records & sources
Data as of August 11, 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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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jillian Elizabeth Wagner 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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