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CORNERSTONE PLANNING GROUP
350 Passaic Avenue
Suite 201
Fairfield, New Jersey 07004
Tel: 973-487-3220
About CORNERSTONE PLANNING GROUP
CORNERSTONE PLANNING GROUP, formally registered with the SEC as CORNERSTONE PLANNING GROUP. The firm was established in 03/13/2020. They have over 7 offices throughout the country.
CORNERSTONE PLANNING GROUP is a Fairfield, New Jersey based Financial Planning firm with nearly $650,035,096 assets under management, offering retirement planning & investment advisory services to 2646 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307189 |
| SEC# | 801-118222 |
| Assets Managed by Firm | $650,035,096 |
| No. of Clients | 2646 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2646 | $650,035,096 |
| Individuals (other than high net worth individuals) | 808 | $224,518,372 |
| High net worth individuals | 225 | $299,110,109 |
| Pension and profit sharing plans | 52 | $105,980,393 |
| Charitable organizations | Fewer than 5 clients | $418,165 |
| Corporations or other businesses | 8 | $20,008,057 |
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