Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B
Fee Structure
Minimum Investment:$1K
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Contact
Bethany Goodrich
Location
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
LPL Financial LLC
November 2025 - Present · 3 mos
Previous Registrations
Cornerstone Financial Planning, LLC
December 2021 - November 2025 · 3 yrs 11 mos
State Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Bethany graduated from the University of Michigan with a BA in Organization Studies and received her MBA from Isenberg School of Management through UMass Amherst.
Contact
Bethany Goodrich