Bethany
Goodrich

Cornerstone Financial Planning, LLC

CRD#7482428
Investment Advisor
in Portsmouth, NH

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About this Advisor

Bethany Goodrich is a certified financial planner operating in Portsmouth, New Hampshire with 2 years of industry experience. Goodrich works at Cornerstone Financial Planning, LLC. Their career trajectory has included roles at Tps Group and Cornerstone Financial Planning, LLC. Goodrich maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Maine, New Hampshire and Texas. Cornerstone Financial Planning, LLC is an advisory company based in Portsmouth, NH. It has offices in two locations and a total of seven advisors. It manages $254 million in assets under management among its 902 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 902 client accounts, 51% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on which services are offered. Fees charged by Cornerstone Financial Planning, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

210 Commerce Way Suite 230
Portsmouth, NH 03801

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Cornerstone Financial Planning, LLC Brokerage Details

Total Assets Under Management

$254,201,637

NH Average: $509,638,208
Total Number of Employees

7

NH Average: 12
Total Number of Accounts

902

NH Average: 581
Average Account Size

$281,820

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bethany Goodrich Work History

Bethany has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cornerstone Financial Planning, LLC

2001 - 2021 (20 years)

Tps Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bethany Goodrich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cornerstone Financial Planning, LLC

Danielle Pensinger
Portsmouth, NH
Christina Traurig
Portsmouth, NH
Barry Betters
Portsmouth, NH
Mackenzie Arsenault
Portsmouth, NH
Sara Casale
Portland, ME
Bethany Goodrich
Portsmouth, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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