Investment adviser · CRD 307189
CORNERSTONE PLANNING GROUP
Investment adviser filing (IA)
CORNERSTONE PLANNING GROUP INC.
FAIRFIELD, NJ, United States · Form ADV filed Sep 8, 2026
- Regulatory AUM
- $952M Form ADV · Item 5.F
- Client accounts
- 3,043 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 225 | $482,132,291 | 50.7% |
| Individuals | 967 | $285,671,692 | 30.0% |
| Retirement plans | 46 | $155,426,023 | 16.3% |
| Corporations & businesses | 13 | $28,479,000 | 3.0% |
| Charities | Fewer than 5 | $139,115 | 0.0% |
Filing source
Form ADV 2131439 · Sep 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
350 PASSAIC AVENUE, SUITE 201FAIRFIELD, NJ, 07004, United States
CRD 307189
Filing source
Form ADV 2131439 · Sep 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.