# CORNERSTONE WEALTH PLANNING

CORNERSTONE WEALTH PLANNING of NEW GLOUCESTER, ME is an SEC-registered investment adviser.

## Registration

- CRD: 306182
- Type: SEC-registered investment adviser
- Location: 49 FARM VIEW DR., NEW GLOUCESTER, ME, 04260
- Phone: 207-376-3160
- Latest filing: 2026-03-17
- Regulatory AUM: $104.7M
- Discretionary AUM: $104.6M
- Non-discretionary AUM: $107K
- Clients: 5
- Accounts: 390

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306182/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306182/similar
- Related entities: https://search.stillhousedata.com/firm/306182/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306182

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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.