CORNERSTONE PLANNING GROUP

RIASEC RegisteredEst. 2020
Total AUM
$952M
Discretionary
$796M
84% of AUM
Avg account
$313K
Accounts
3,043
Employees
21
Advisory reps
22

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, privately owned registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional accounts, offering a mix of fee arrangements that includes percentage-of-AUM billing, hourly fees, and fixed-fee engagements. Its advisory menu covers comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and educational workshops. The firm reports an affiliation with an insurance company and is not identified as an active ESG investor or a capital allocator.

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

3 of 3

  • CARMINE CORINO

    Founder and CEOCRD 4664528

  • JON TARNO

    Chief Operating OfficerCRD 5359470

  • WALTER GILMORE

    Chief Compliance OfficerCRD 1996728

Contacts

3 of 19

  • Thomas Woloszyn

    Director of OperationCRD 6995328

  • DAVID D'ALBERO

    Managing Partner, Financial AdvisorCRD 5975909

  • Carmine Coppola

    Partner and Co-FounderCRD 6544482

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 495

Active vs passive

$755M in ETFs

Passive

75%

$566M

Active

23%

$189M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO NASDAQ 100 ETF (QQQM)InvescoPassiveLarge Growth$81.4M290,20410.79%
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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth