CORNERSTONE FINANCIAL PLANNING, LLC
SEC RegisteredClear & Collaborative Wealth Management That Works For You
About the firm
Cornerstone Financial Planning LLC is a women-owned, fee-only fiduciary financial planning firm serving clients in Portland, ME and Portsmouth, NH. As a Certified B Corporation™ and NAPFA member, the firm offers holistic financial planning and investment management rooted in clients' values and goals. Their team of CERTIFIED FINANCIAL PLANNER® professionals takes an intentional, collaborative approach to long-term client partnerships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Individuals and families seeking personalized, values-aligned financial planning, served locally in Portland, ME and Portsmouth, NH and beyond.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 80 | $33M |
| High Net Worth Individuals | 167 | $368M |
58 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $3,000,000 | 0.60% |
| Above $4,000,000 | 0.30% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. CORNERSTONE FINANCIAL PLANNING, LLC 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 the SEC or FINRA websites before making any decision.