# CORNERSTONE FINANCIAL PLANNING, LLC

CORNERSTONE FINANCIAL PLANNING, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 129656
- Type: SEC-registered investment adviser
- SEC file number: 801-107703
- Location: 8 GREENLEAF WOODS DR., PORTSMOUTH, NH, 03801
- Phone: 603-431-1133
- Latest filing: 2026-08-03
- Regulatory AUM: $400.7M
- Discretionary AUM: $398.3M
- Non-discretionary AUM: $2.4M
- Clients: 6
- Accounts: 1,025

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Christina Clara Traurig | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | — |
| Mackenzie Holly Theodora Parsons | MEMBER/PRINCIPAL | — |
| VELIGOR SUSAN JELLIS | MEMBER/PRINCIPAL; PRINCIPAL | — |
| BOYNTON JILL BANGSER | CHIEF COMPLIANCE OFFICER; MEMBER/PRINCIPAL | — |
| BOYNTON JILL B | CHIEF COMPLIANCE OFFICER; MEMBER/PRINCIPAL; PRINCIPAL | — |
| TRAURIG CHRISTINA CLARA | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | — |
| ARSENAULT MACKENZIE | MEMBER/PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129656/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129656/similar
- Related entities: https://search.stillhousedata.com/firm/129656/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129656

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.