CORNERSTONE FINANCIAL PLANNING, LLC
CRD #129656 SEC #801-107703 PORTSMOUTH, NH 603-431-1133
SEC Registered
Total AUM
$336M
Discretionary
$327.8M
Employees
7
Clients
101
Accounts
968
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $336M | $327.8M | $8.2M | 7 | 79 |
| Mar 2025 | $336M | $327.8M | $8.2M | 7 | 79 |
| May 2024 | $306M | $299.9M | $6.2M | 7 | 82 |
| Feb 2024 | $306M | $299.9M | $6.2M | 7 | 82 |
| Jan 2024 | $254.2M | $249M | $5.2M | 7 | 78 |
| Dec 2023 | $254.2M | $249M | $5.2M | 7 | 78 |
| Nov 2023 | $254.2M | $249M | $5.2M | 7 | 78 |
| Mar 2023 | $254.2M | $249M | $5.2M | 7 | 78 |
| Aug 2022 | $266.6M | $256.5M | $10M | 8 | 44 |
| Jul 2022 | $266.6M | $256.5M | $10M | 8 | 44 |
| Mar 2022 | $266.6M | $256.5M | $10M | 8 | 44 |
| Nov 2021 | $237.6M | $215.2M | $22.4M | 5 | 39 |
| Nov 2021 | $237.6M | $215.2M | $22.4M | 5 | 39 |
| May 2021 | $237.6M | $215.2M | $22.4M | 5 | 39 |
| Mar 2021 | $237.6M | $215.2M | $22.4M | 5 | 39 |
| Apr 2020 | $205.9M | $182.6M | $23.3M | 4 | 49 |
| Apr 2020 | $205.9M | $182.6M | $23.3M | 4 | 49 |
| Mar 2020 | $205.9M | $182.6M | $23.3M | 5 | 49 |
| Nov 2019 | $165.5M | $153.4M | $12M | 4 | 66 |
| Mar 2019 | $165.5M | $153.4M | $12M | 4 | 66 |
| Mar 2018 | $175.5M | $158.7M | $16.8M | 4 | 0 |
| Mar 2018 | $175.7M | $158.9M | $16.8M | 4 | 0 |
| Oct 2017 | $129.7M | $107.2M | $22.4M | 3 | 164 |
| Feb 2017 | $129.7M | $107.2M | $22.4M | 3 | 164 |
| Sep 2016 | $115.5M | $90.1M | $25.4M | 3 | 109 |
| Apr 2016 | $115.5M | $90.1M | $25.4M | 3 | 109 |
| May 2012 | $63.4M | $9.7M | $53.8M | 1 | 26 |
| Mar 2012 | $63.4M | $9.7M | $53.8M | 1 | 26 |
| Jan 2012 | $63.4M | $9.7M | $53.8M | 1 | 26 |
| Mar 2011 | $63.3M | $198.8K | $63.1M | 5 | -- |
| Jun 2010 | $48.7M | $0 | $48.7M | 5 | -- |
| Apr 2010 | $48.7M | $0 | $48.7M | 5 | -- |
| Jan 2010 | $48.7M | $0 | $48.7M | 5 | -- |
| Mar 2007 | $34.8M | $0 | $34.8M | 5 | -- |
DateAug 2025
Total AUM$336M
Discretionary$327.8M
Non-Disc.$8.2M
Employees7
Clients79
DateMar 2025
Total AUM$336M
Discretionary$327.8M
Non-Disc.$8.2M
Employees7
Clients79
DateMay 2024
Total AUM$306M
Discretionary$299.9M
Non-Disc.$6.2M
Employees7
Clients82
DateFeb 2024
Total AUM$306M
Discretionary$299.9M
Non-Disc.$6.2M
Employees7
Clients82
DateJan 2024
Total AUM$254.2M
Discretionary$249M
Non-Disc.$5.2M
Employees7
Clients78
DateDec 2023
Total AUM$254.2M
Discretionary$249M
Non-Disc.$5.2M
Employees7
Clients78
DateNov 2023
Total AUM$254.2M
Discretionary$249M
Non-Disc.$5.2M
Employees7
Clients78
DateMar 2023
Total AUM$254.2M
Discretionary$249M
Non-Disc.$5.2M
Employees7
Clients78
DateAug 2022
Total AUM$266.6M
Discretionary$256.5M
Non-Disc.$10M
Employees8
Clients44
DateJul 2022
Total AUM$266.6M
Discretionary$256.5M
Non-Disc.$10M
Employees8
Clients44
DateMar 2022
Total AUM$266.6M
Discretionary$256.5M
Non-Disc.$10M
Employees8
Clients44
DateNov 2021
Total AUM$237.6M
Discretionary$215.2M
Non-Disc.$22.4M
Employees5
Clients39
DateNov 2021
Total AUM$237.6M
Discretionary$215.2M
Non-Disc.$22.4M
Employees5
Clients39
DateMay 2021
Total AUM$237.6M
Discretionary$215.2M
Non-Disc.$22.4M
Employees5
Clients39
DateMar 2021
Total AUM$237.6M
Discretionary$215.2M
Non-Disc.$22.4M
Employees5
Clients39
DateApr 2020
Total AUM$205.9M
Discretionary$182.6M
Non-Disc.$23.3M
Employees4
Clients49
DateApr 2020
Total AUM$205.9M
Discretionary$182.6M
Non-Disc.$23.3M
Employees4
Clients49
DateMar 2020
Total AUM$205.9M
Discretionary$182.6M
Non-Disc.$23.3M
Employees5
Clients49
DateNov 2019
Total AUM$165.5M
Discretionary$153.4M
Non-Disc.$12M
Employees4
Clients66
DateMar 2019
Total AUM$165.5M
Discretionary$153.4M
Non-Disc.$12M
Employees4
Clients66
DateMar 2018
Total AUM$175.5M
Discretionary$158.7M
Non-Disc.$16.8M
Employees4
Clients0
DateMar 2018
Total AUM$175.7M
Discretionary$158.9M
Non-Disc.$16.8M
Employees4
Clients0
DateOct 2017
Total AUM$129.7M
Discretionary$107.2M
Non-Disc.$22.4M
Employees3
Clients164
DateFeb 2017
Total AUM$129.7M
Discretionary$107.2M
Non-Disc.$22.4M
Employees3
Clients164
DateSep 2016
Total AUM$115.5M
Discretionary$90.1M
Non-Disc.$25.4M
Employees3
Clients109
DateApr 2016
Total AUM$115.5M
Discretionary$90.1M
Non-Disc.$25.4M
Employees3
Clients109
DateMay 2012
Total AUM$63.4M
Discretionary$9.7M
Non-Disc.$53.8M
Employees1
Clients26
DateMar 2012
Total AUM$63.4M
Discretionary$9.7M
Non-Disc.$53.8M
Employees1
Clients26
DateJan 2012
Total AUM$63.4M
Discretionary$9.7M
Non-Disc.$53.8M
Employees1
Clients26
DateMar 2011
Total AUM$63.3M
Discretionary$198.8K
Non-Disc.$63.1M
Employees5
Clients--
DateJun 2010
Total AUM$48.7M
Discretionary$0
Non-Disc.$48.7M
Employees5
Clients--
DateApr 2010
Total AUM$48.7M
Discretionary$0
Non-Disc.$48.7M
Employees5
Clients--
DateJan 2010
Total AUM$48.7M
Discretionary$0
Non-Disc.$48.7M
Employees5
Clients--
DateMar 2007
Total AUM$34.8M
Discretionary$0
Non-Disc.$34.8M
Employees5
Clients--