Cornerstone Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$88,021,305
Total clients
193
12% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
64
Average account size
$456,069
About
Cornerstone Wealth Planning serves individual investors, including both high‑net‑worth and non‑HNW clients, through portfolio management and comprehensive financial planning. The firm offers investment management, retirement rollover guidance, and business and estate planning as part of ongoing advisory engagements.
The advisor uses a team approach led by CFP®- and CFA‑credentialed professionals to construct asset allocations and model portfolios, applying behavioral, fundamental, technical, charting and cyclical analysis with a generally long‑term orientation. Services are delivered via firm-sponsored model portfolios and third‑party programs (including LPL’s Optimum Market Portfolios and Model Wealth Portfolios) and can be implemented on discretionary or limited discretionary bases.
Distinctively for a small supported RIA, Cornerstone acts as the sponsor and portfolio manager of its own open‑architecture wrap fee program, Strategic Wealth Management, rather than relying solely on an external sponsor. The firm also publicly discloses use of artificial intelligence for tasks such as real‑time web‑call transcription and analytics (with human oversight) and manages roughly $88 million across about 193 client relationships with a three‑advisor team.
Client services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Cornerstone Wealth Planning
79 Main Street
Auburn ME 04210, United States
Number of offices
2
Forms ADV
Quick links
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