Cornerstone Planning Group

RIASEC Registered
Total AUM
$952M
Discretionary
$796M
84% of AUM
Avg account
$313K
Accounts
3,043
Employees
21
Advisory reps
24

Firm details

Headquarters
Fairfield, New Jersey
CRD number
307189
Registered since
March 13, 2020
Website
www.cornerstoneplanninggroup.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.65%
  • Individuals30.01%
  • Pension & Profit Sharing Plans16.33%
  • Corporations / Businesses2.99%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cornerstone Planning Group is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational workshops. The firm is SEC-registered (registration year 2020) and operates as an owner-managed corporation serving both individual and family clients as well as institutional relationships. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. Cornerstone identifies as not being an active ESG investor and lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 8%, State & Local Bonds 2%, US Government Bonds 1%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents8%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 131

Active vs passive

$828M in ETFs

Passive

70%

$583M

Active

26%

$245M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO NASDAQ 100 ETF (QQQM)InvescoPassiveLarge Growth$94.2M304,36811.37%
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Location

Primary office

Fairfield, NJ

Essex

Location

Fairfield, NJ

Headquartered in Fairfield, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Essex
Address
350 Passaic Ave
Time zone
ET (UTC-5)
Office locations

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