# Cornerstone Wealth Planning

> Cornerstone Wealth Planning is a state-registered investment advisory firm in New Gloucester, ME, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 306182
- Filed as: CORNERSTONE WEALTH PLANNING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Gloucester, ME
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306182
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-wealth-planning-new-gloucester-me-306182

## Quick answers

**How is Cornerstone Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Wealth Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Cornerstone Wealth Planning located?**
Cornerstone Wealth Planning's principal office is in New Gloucester, ME, according to its Form ADV.

**Is Cornerstone Wealth Planning registered with the SEC or a state?**
Cornerstone Wealth Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306182.

**How much does Cornerstone Wealth Planning manage?**
Cornerstone Wealth Planning reports $104,687,963 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Cornerstone Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); high net worth individuals (31); charitable organizations (1).

**Does Cornerstone Wealth Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306182

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $104,687,963
- Discretionary: $104,581,196
- Non-discretionary: $106,767

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 164 | $58,691,733 |
| High net worth individuals | 31 | $45,775,338 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $220,892 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: ME, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cornerstonewp.com
- Facebook @CornerstoneWealthPlanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Wealth Planning (CRD 306182): Form ADV filing data as of October 2026.