Cornerstone Planning Group
Fairfield, NJ·SEC-registered · CRD #307189
Cornerstone Planning Group is an SEC-registered investment advisory firm in Fairfield, NJ managing $952M across 3.1k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$952M
Client accounts
3.1k
Advisory staff
16
Fee model
Fee-based
How Cornerstone Planning Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cornerstone Planning Group
How much does Cornerstone Planning Group manage?
Per its most recent SEC Form ADV filing (04/24/2026), Cornerstone Planning Group reports $952M in regulatory assets under management across roughly 3.1k client accounts.
How does Cornerstone Planning Group charge?
Cornerstone Planning Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cornerstone Planning Group a fiduciary?
Yes. Cornerstone Planning Group is registered with the U.S. Securities and Exchange Commission (CRD #307189), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cornerstone Planning Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cornerstone Planning Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Fairfield, NJ
Profile compiled from Cornerstone Planning Group's public SEC Form ADV filing (CRD #307189, filed 04/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cornerstone Planning Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cornerstone Planning Group? Claim this profile.