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CORNERSTONE PLANNING GROUP
Legal name: CORNERSTONE PLANNING GROUP INC.
CRD 307189File 801-118222
APPROVED
Retail clients
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$951.8M
Above cohort median (national)
Discretionary AUM
$796.4M
Non-discretionary $155.4M
Clients
1,251
3,043 accounts
Employees
21
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 13, 2020
- Principal office
- 350 PASSAIC AVENUE, SUITE 201, FAIRFIELD, NJ, 07004
- Phone
- 973-487-3220
- Website
- http://www.cspgllc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $951.8M
- Discretionary AUM
- $796.4M
- Non-discretionary AUM
- $155.4M
- Discretionary accounts
- 2,997
- Non-discretionary accounts
- 46
- Total accounts
- 3,043
- AUM per client
- $761K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $28.5M |
| Charitable organizations | Fewer than 5 | $139K |
| High net worth individuals | 225 | $482.1M |
| Pension and profit sharing plans | 46 | $155.4M |
| Individuals (other than high net worth individuals) | 967 | $285.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2026 | Clients | 1,093 | 1,251 | increased by158 |
| Apr 1, 2026 | AUM | $650,035,096 | $951,848,121 | increased by$301,813,025 |
| Apr 1, 2026 | Accounts | 2,646 | 3,043 | increased by397 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 19 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 476 | 1,093 | increased by617 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $262,237,024 | $650,035,096 | increased by$387,798,072 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,249 | 2,646 | increased by1,397 |
| Feb 1, 2022 | Employees | 5 | 7 | increased by2 |
| Feb 1, 2022 | Clients | 686 | 476 | decreased by210 |
| Feb 1, 2022 | AUM | $209,259,244 | $262,237,024 | increased by$52,977,780 |
| Feb 1, 2022 | Accounts | 760 | 1,249 | increased by489 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORNERSTONE PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE PLANNING” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.