Barry Betters
Cornerstone Financial Planning · Portsmouth, New Hampshire
Barry Betters is a fee-only financial advisor at Cornerstone Financial Planning in Portsmouth, New Hampshire, who holds the CFP credential. Cornerstone Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cornerstone Financial Planning |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $400.7M across 1,025 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME, NH, TX · CRD 5941511 |
| Exams passed | Series 63 (2011) · Series 66 (2012) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.cornerstoneplanning.com |
How Barry's firm compares
- Cornerstone Financial Planning's average account is about $391,000, from its Form ADV (assets managed divided by 1,025 accounts).
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Questions about Barry
Is Barry Betters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barry holds no broker registration, and Cornerstone Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barry charge for financial advice?
Barry's firm, Cornerstone Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barry Betters based?
Barry Betters is based in Portsmouth, New Hampshire.
What credentials does Barry Betters hold?
Barry Betters holds the CFP credential.
Is Barry Betters registered with the SEC?
Yes. Barry Betters is registered as an investment adviser representative in ME, NH and TX (CRD 5941511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Financial Planning manage?
Cornerstone Financial Planning reports $400.7M across 1,025 accounts in assets under management.
How do I contact Barry Betters?
Through Barry's website, www.cornerstoneplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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