Derek Bonneau
Cornerstone Financial Planning · Portsmouth, New Hampshire
Derek Bonneau is a fee-only financial advisor at Cornerstone Financial Planning in Portsmouth, New Hampshire. 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 |
| SEC registration | Investment adviser representative in ME, NH, TX · CRD 8202376 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.cornerstoneplanning.com |
How Derek'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 Derek
Is Derek Bonneau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek 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 Derek charge for financial advice?
Derek's firm, Cornerstone Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Derek Bonneau based?
Derek Bonneau is based in Portsmouth, New Hampshire.
Is Derek Bonneau registered with the SEC?
Yes. Derek Bonneau is registered as an investment adviser representative in ME, NH and TX (CRD 8202376), 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 Derek Bonneau?
Through Derek'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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