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CORNERSTONE PLANNING GROUP

FAIRFIELD, NJ · CRD 307189 · IAPD ↗ · cspgllc.com · 973-487-3220

$951.8MRegulatory AUM
16Advisory reps
21Employees
0Clients
101-250Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — CORNERSTONE PLANNING GROUP reported RAUM up 46% ($650.0M -> $951.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
December 2025 — CORNERSTONE PLANNING GROUP added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
August 2025 — CORNERSTONE PLANNING GROUP notice-filed in ME, OH, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — CORNERSTONE PLANNING GROUP added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
March 2025 — CORNERSTONE PLANNING GROUP grew from 8 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — CORNERSTONE PLANNING GROUP crossed $500M in regulatory AUM ($418.8M -> $523.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.