Cornerstone Financial Planning, LLC fees
Financial planner in Portsmouth, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 3, 2026, Cornerstone Financial Planning, LLC (Portsmouth, NH) charges $300 an hour and a flat or project fee of $300-$5,000 for financial planning.
- Website: cornerstoneplanning.com (opens in new tab)
- Call (603) 431-1133
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the New Hampshire median of $300; 46% of the 28 other planners in New Hampshire that publish an hourly rate charge less. 3 of the 6 other planners in Portsmouth charge less.
“Alternatively, we may charge an hourly fee of $300.”
- Flat or project fee
- $300-
$5,000 Below the New Hampshire median of $6,000; 15% of the 20 other planners in New Hampshire that publish a flat or project fee charge less. None of the 4 other planners in Portsmouth charge less.
“Fixed fees are negotiable and range from $300 to $5,000, depending on the scope and complexity of services to be rendered.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $750,000 in assets (stated in the brochure)
- Team size
- 6 employees
How Cornerstone Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees that you pay to the MM are established and payable in accordance with the brochure provided by each MM to whom you are referred.”
- “These fees may or may not be negotiable.”
- “In such case, you should review the MM's brochure for specific information on how you may terminate your advisory relationship with them and how you may receive a refund, if applicable.”
About Cornerstone Financial Planning, LLC
“If you ask, we will suggest other professionals to help you implement your financial planning.”
Planning areas mentioned in the brochure
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 247
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $401 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 21, 2026
- CRD number
- 129656 (opens in new tab)
- Phone
- (603) 431-1133
Registered or notice filed in 9 states: California, Connecticut, Florida, Maine, Maryland, Massachusetts, New Hampshire, New York, Texas
Other planners in Portsmouth that publish fees
- Wolf Pine CapitalPortsmouthHourly $250/hr, Flat from $1,000
- My Holistic Financial PlanPortsmouthFlat $7,500, Monthly $400/mo
- Hanai FinancialPortsmouthHourly $300/hr
- Saltbox Financial LLCPortsmouthHourly $360/hr, Flat $500-$5,000
- Divergence Wealth Management LLCPortsmouthHourly $200/hr, Annual $2,500-$15,000/yr
- Capital Design Private Wealth LLCPortsmouthMonthly from $175/mo, Annual $900-$5,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.