Mackenzie Parsons
Cornerstone Financial Planning · Portsmouth, New Hampshire
Mackenzie Parsons 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 5371043 |
| Exams passed | Series 63 (2010) · Series 65 (2009) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.cornerstoneplanning.com |
How Mackenzie'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 Mackenzie
Is Mackenzie Parsons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mackenzie 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 Mackenzie charge for financial advice?
Mackenzie's firm, Cornerstone Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mackenzie Parsons based?
Mackenzie Parsons is based in Portsmouth, New Hampshire.
What credentials does Mackenzie Parsons hold?
Mackenzie Parsons holds the CFP credential.
Is Mackenzie Parsons registered with the SEC?
Yes. Mackenzie Parsons is registered as an investment adviser representative in ME, NH and TX (CRD 5371043), 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 Mackenzie Parsons?
Through Mackenzie'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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