# Sara Casale

> Sara Casale is a fee-only financial advisor at Cornerstone Financial Planning, LLC in Portland, Maine, who holds the CFP, BS and MBA credentials. Sara charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $750,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/sara-casale/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Cornerstone Financial Planning, LLC
- **Based in:** Portland, Maine
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $750,000 or more
- **Assets under management (firm):** $400.7M across 1,025 accounts
- **Credentials:** CFP, BS, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Sustainable & impact investing
- **CRD:** 6596420 (https://adviserinfo.sec.gov/individual/summary/6596420)
- **SEC registration:** Investment adviser representative in ME, NH, TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://cornerstoneplanning.com

## Frequently asked questions

### Is Sara Casale a fee-only financial advisor?

Yes. Sara Casale is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sara's firm.

### How does Sara charge for financial advice?

Sara charges a percentage of assets.

### How much does Sara charge?

According to Cornerstone Financial Planning, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; typically works with clients with $750,000 or more.

### Where is Sara Casale based?

Sara Casale is based in Portland, Maine.

### What does Sara specialize in?

Sara's specialties include retirement planning, estate & legacy planning, tax planning and sustainable & impact investing.

### What credentials does Sara Casale hold?

Sara Casale holds the CFP, BS and MBA credentials.

### Is Sara Casale registered with the SEC?

Yes. Sara Casale is registered as an investment adviser representative in ME, NH and TX (CRD 6596420), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Cornerstone Financial Planning, LLC manage?

Cornerstone Financial Planning, LLC reports $400.7M across 1,025 accounts in assets under management.

### How do I contact Sara Casale?

Through Sara's website, cornerstoneplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4292): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://cornerstoneplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.