Jillian Wagner
Cornerstone Financial Planning · Portsmouth, New Hampshire
Jillian Wagner 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 8208985 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.cornerstoneplanning.com |
How Jillian'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 Jillian
Is Jillian Wagner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jillian 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 Jillian charge for financial advice?
Jillian's firm, Cornerstone Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jillian Wagner based?
Jillian Wagner is based in Portsmouth, New Hampshire.
Is Jillian Wagner registered with the SEC?
Yes. Jillian Wagner is registered as an investment adviser representative in ME, NH and TX (CRD 8208985), 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 Jillian Wagner?
Through Jillian'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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