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 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
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$828M in ETFs
70%
$583M
26%
$245M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $94.2M | 304,368 | 11.37% |
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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