Sara Casale
Cornerstone Financial Planning, LLC · Portland, Maine
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.
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Specialties
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 | $400.7M across 1,025 accounts |
| Credentials | CFP · BS · MBA |
| SEC registration | Investment adviser representative in ME, NH, TX · CRD 6596420 |
| Exams passed | Series 66 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | cornerstoneplanning.com |
How Sara's firm compares
- Cornerstone Financial Planning, LLC's average account is about $391,000, from its Form ADV (assets managed divided by 1,025 accounts).
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Questions about Sara
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Cornerstone Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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