CORNERSTONE WEALTH PLANNING

CORNERSTONE WEALTH PLANNING of NEW GLOUCESTER, ME is an SEC-registered investment adviser (CRD 306182). Regulatory assets under management: $104.7M.

Registration

• CRD: 306182
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306182 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search