Mackenzie Holly theodora Parsons
Investment adviser representative at Cornerstone Financial Planning, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$400.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Cornerstone Financial Planning, LLCApr 2014 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 3 states (ME, NH, TX).
Cornerstone Financial Planning, LLC
$400.7MAssets managed
247Clients
7Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5371043
- Firm CRD
- 129656