Cornerstone Planning Group
Firm details
- Headquarters
- Fairfield, New Jersey
- CRD number
- 307189
- Registered since
- March 13, 2020
- 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
FINTRXOverview
Cornerstone Planning Group is an independent registered investment adviser organized as a corporation and registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional accounts, and is owner-operated. It bills on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and describes its business focus around financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and educational seminars and workshops. The firm is not identified as an active ESG investor and is not a capital allocator. It lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
3 of 3
Jon Tarno
Chief Operating OfficerCRD 5359470
Carmine Corino
Founder and CEOCRD 4664528
Walter Gilmore
Chief Compliance OfficerCRD 1996728
Contacts
3 of 21
Alexa Pao
AdvisorCRD 5675301
Julianne Hertel
Owner, Financial AdvisorCRD 5334874
Irene Stolte
Financial AdvisorCRD 4465070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 499Active vs passive
$795M in ETFs
74%
$589M
23%
$206M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $86.2M | 296,733 | 10.84% |
Location
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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