Overview
Assets Under Management: $650 million
Headquarters: FAIRFIELD, NJ
High-Net-Worth Clients: 225
Average Client Assets: $1 million
Frequently Asked Questions
CORNERSTONE PLANNING GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307189), CORNERSTONE PLANNING GROUP is subject to fiduciary duty under federal law.
CORNERSTONE PLANNING GROUP is headquartered in FAIRFIELD, NJ.
CORNERSTONE PLANNING GROUP serves 225 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, CORNERSTONE PLANNING GROUP offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
CORNERSTONE PLANNING GROUP manages $650 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, CORNERSTONE PLANNING GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.01
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,646
Discretionary Accounts: 2,596
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 307189
Filing ID: 2029277
Last Filing Date: 2025-11-21 11:58:33
Website: 7