CORNERSTONE PLANNING GROUP

Legal name: CORNERSTONE PLANNING GROUP INC.

CRD 307189File 801-118222

APPROVED

Retail clients

Filing as of Apr 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$951.8M

Above cohort median (national)

Discretionary AUM

$796.4M

Non-discretionary $155.4M

Clients

1,251

3,043 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.