Derek Bonneau

Financial advisor at Cornerstone Financial Planning, LLC · Portsmouth, NH

Last updated 2026-10-10

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Derek Bonneau is a financial advisor at Cornerstone Financial Planning, LLC in Portsmouth, NH, CRD 8202376. Licenses and exams on the registration: Series 65. IAPD registration began 2025-12-17.

Registration

CRD number
8202376
Registration status
Active
IAPD registration
2025-12-17
Industry Experience
0 years
Work Experience
12 years
States registered
ME, NH, TX

Licenses and exams

  • Series 65

Work history

  • 2014-08 to 2021-01 · Commonwealth of Massachusetts · Boston, MA
  • 2021-01 to 2025-08 · Commonwealth of Massachusetts · Boston, MA
  • 2025-11 to Present · Cornerstone Financial Planning, LLC · Portsmouth, NH

Current employment

SEC IAPD record for Derek Bonneau

Cornerstone Financial Planning, LLC

Regulatory AUM
$400,691,257
Registered advisors
7
Offices
2
Clients per advisor
35.3 (Low)
Average AUM per client
$1.6M (Low)
High-net-worth client ratio
67.6% (High)

Cornerstone Financial Planning, LLC: advisors, services and reported ETF investments

About

Derek Bonneau is a financial advisor at Cornerstone Financial Planning, LLC in Portsmouth, NH. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 12 years of reported work history. Reported roles include Commonwealth of Massachusetts, among others.

Cornerstone Financial Planning, LLC's firm-level Form ADV reports 7 advisors across 2 offices; approximately 35.3 clients per advisor, average assets per client of $1,622,232, and regulatory AUM of $400.7M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

What this firm offers

Filed by Cornerstone Financial Planning, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Location

8 Greenleaf Woods Dr., Portsmouth, NH 03801

7 advisors at this office.

Cornerstone Financial Planning office in Portsmouth, NH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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