Barry Betters
Barry Betters is a CFP-designated registered investment advisor at Cornerstone Financial Planning, LLC, based in Portsmouth, NH, with 11 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 247 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.60% |
| $4M+ | 0.30% |
Minimum annual fee of $7,500 applies. Fees are negotiable.
Fee Estimator
Contact
Barry Betters
Location
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Barry is a member of the advisory board for NextStep Portfolios, LLC, providing investment consulting to RIAs. He dedicates minimal time to this unpaid mentorship role.
Employment History
Current Registrations
Cornerstone Financial Planning, LLC
Previous Registrations
Paladin Advisors, LLC
Strategic Advisers, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Barry graduated from the University of New Hampshire with a Bachelor of Science in Accounting. He also holds a Master of Business Administration (MBA), with a focus in finance, from Southern New Hampshire University.
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