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Mackenzie Arsenault

CORNERSTONE FINANCIAL PLANNING, LLC·PORTSMOUTH, New Hampshire
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8 GREENLEAF WOODS DR., PORTSMOUTH, NH 03801CRD# 5371043Firm CRD# 129656
01

About

Mackenzie Arsenault is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with CORNERSTONE FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORNERSTONE FINANCIAL PLANNING, LLC
CORNERSTONE FINANCIAL PLANNING, LLC
AUM
$306M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CORNERSTONE FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5371043
Firm CRD# 129656
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mackenzie Arsenault offer?
Mackenzie Arsenault specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Mackenzie Arsenault's credentials?
Mackenzie Arsenault is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mackenzie Arsenault located?
Mackenzie Arsenault is based in PORTSMOUTH, New Hampshire, working with CORNERSTONE FINANCIAL PLANNING, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Mackenzie Arsenault charge for services?
Mackenzie Arsenault's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE FINANCIAL PLANNING, LLC?
CORNERSTONE FINANCIAL PLANNING, LLC has approximately 7 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
BEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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