CORNERSTONE FINANCIAL PLANNING, LLC

PORTSMOUTH, New Hampshire·4 registered advisors·CRD# 129656
SEC# 801-1077031603-431-1133
01

Firm Overview

AUM
$306M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CORNERSTONE FINANCIAL PLANNING, LLC

4 registered advisors
Christina Clara Traurig
PORTSMOUTH, New Hampshire
Jill Bangser Boynton
PORTSMOUTH, New Hampshire
Mackenzie Arsenault
PORTSMOUTH, New Hampshire
Susan Jellis Veligor
PORTSMOUTH, New Hampshire
05

Office Locations

PORTSMOUTH, New Hampshire
4 advisors

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Data sourced from SEC Form ADV filings. CORNERSTONE FINANCIAL PLANNING, LLC (CRD# 129656) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.