Mackenzie
Parsons
Cornerstone Financial Planning, LLC
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About this Advisor
Mackenzie Parsons is a financial advisor based in Portsmouth, New Hampshire, working with Cornerstone Financial Planning, LLC. Mackenzie has previously held a position at Cornerstone Financial Planning. Mackenzie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maine, New Hampshire, and Texas. Currently, Mackenzie is part of Cornerstone Financial Planning, LLC, which operates out of Portsmouth, New Hampshire. The firm has one office and seven employees. The firm manages assets totaling $306.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Cornerstone Financial Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Financial Planning, LLC Brokerage Details
$306,048,452
7
934
$327,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mackenzie Parsons Work History
Cornerstone Financial Planning
Cornerstone Financial Planning
Disclosures
Please visit the SEC profile of Mackenzie Parsons 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
Portland, ME
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
