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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARSENAULT, MACKENZIE | I | MEMBER/PRINCIPAL | D | Control |
| ARSENAULT, MACKENZIE | I | MEMBER/PRINCIPAL | D | Control |
| ARSENAULT, MACKENZIE | I | MEMBER/PRINCIPAL | D | Control |
| ARSENAULT, MACKENZIE | I | MEMBER/PRINCIPAL | D | Control |
| ARSENAULT, MACKENZIE | I | MEMBER/PRINCIPAL | D | Control |
| ARSENAULT, MACKENZIE | I | MEMBER/PRINCIPAL | D | Control |
| ARSENAULT, MACKENZIE | I | MEMBER/PRINCIPAL | D | Control |
| ARSENAULT, MACKENZIE | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOYNTON, JILL, BANGSER | I | MEMBER/PRINCIPAL | D | Control |
| BOYNTON, JILL, BANGSER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PARSONS, MACKENZIE, HOLLY THEODORA | I | MEMBER/PRINCIPAL | D | Control |
| PARSONS, MACKENZIE, HOLLY THEODORA | I | MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| TRAURIG, CHRISTINA, CLARA | I | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
| VELIGOR, SUSAN, JELLIS | I | MEMBER/PRINCIPAL | D | Control |
Registrations
Federal
IA
Aug 22, 2025 REGISTERED
Notice Filings (8)
CA CT FL MA MD ME NH TX
Address
8 GREENLEAF WOODS DR.SUITE 202
PORTSMOUTH, NH 03801
United States
Phone: 603-431-1133