Cornerstone Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$104,467,071
Clients
195
Advisors
2
of 5 employees
About
Cornerstone Wealth Planning serves individual clients, including high-net-worth households, providing portfolio management, comprehensive financial planning, retirement-rollover guidance and related advisory services. The firm typically charges asset-based advisory fees and makes planning available either as part of an investment management engagement or on a separate subscription, hourly, or flat-fee basis.
The firm combines behavioral, fundamental, technical, charting and cyclical analysis to construct diversified portfolios and generally pursues a long-term strategy while accommodating shorter-term trades when appropriate. It operates with a team approach and senior staff holding CFP and CFA credentials, and it supplements human oversight with technology, including AI tools for market analysis and real-time meeting note-taking, to support research and client service.
What is distinctive is that Cornerstone sponsors and serves as the portfolio manager for its own wrap fee program, managing both advisory and transaction services within a single wrapped fee arrangement — a structure that is uncommon among similarly supported firms. The firm also offers access to third‑party LPL-sponsored model programs, a subscription-based financial planning option, and a compact two-advisor team combining planning and investment expertise.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees generally range from $1,500 to $3,500 for financial plans
Generally $250 per hour, may be higher depending on complexity
Initial fee typically $500 to $2,000 plus monthly fee $175 to $350 for a minimum of 12 months
Fee-only: Financial planning primarily on a subscription basis with initial fees ranging from $500 to $2,000 and monthly fees from $175 to $350; also hourly fees generally $250/hour; flat fees ranging from $1,500 to $3,500
Main office
49 Farm View Dr., Suite 302
New Gloucester ME 04260
Advisors at this office
2
Most active in
Maine · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jon Wesley D
CFA®, Series 65, Series 66
New Gloucester, ME
Cornerstone Wealth Planning
Jon Wesley Davis is a CFA® charterholder with 15 years of industry experience. He has been with Cornerstone Wealth Planning since 2019 and has also worked with LPL Financial since 2015. He provides investment advisory services through Cornerstone Wealth Planning, an independent registered investment advisor firm. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning. The firm uses a team approach with CFP®- and CFA‑credentialed professionals to construct asset allocations and model portfolios, combining behavioral, fundamental, technical, charting, and cyclical analysis with a generally long-term orientation.
Melinda D
CFP®, Series 63, Series 65
New Gloucester, ME
Cornerstone Wealth Planning
Melinda Davis is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cornerstone Wealth Planning since 2019. She has also been affiliated with LPL Financial since 2008. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning through a team approach that incorporates behavioral, fundamental, technical, charting, and cyclical analysis. The firm manages approximately $88 million across about 193 client relationships and sponsors its own open-architecture wrap fee program, Strategic Wealth Management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)