Cornerstone Planning Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$1,000/hr

“Financial planning fees range from $500 to $100,000 or may be payable hourly at a rate of $100 to $1,000 an hour and depends on the complexity of the client’s financial circumstances.”

Flat or project fee

$500⁠-⁠$100,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cornerstone Planning Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fees are negotiable, pro-rated and paid in arrears on a monthly basis.”
• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Cornerstone Planning Group’s fees compare

• Its hourly rate of $100-$1,000 spans the New Jersey median of $300. 94% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Fairfield that publish an hourly rate charge less.
• Its flat or project fee of $500-$100,000 spans the New Jersey median of $5,000. 96% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Fairfield that publish a flat or project fee charge less.

About Cornerstone Planning Group

• Firm size: 21 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

1,192

Employees

21

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$951,848,121

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

307189

Website

cspgllc.com (opens in new tab)

Phone

(973) 487-3220

Can advise clients in 16 states: Arizona, California, Connecticut, Florida, Georgia, Massachusetts, Maine, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Fairfield that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• Caldwell Fairfield AdvisorsFairfield$550/hr
• Granite Rose Wealth Alliance LLCFairfield$300/hr, $1,000⁠-⁠$10,000
• Key Client Fiduciary Advisors, LLCFairfield$25,000
• Strategic Family Wealth Counselors, L.L.C.Fairfield$2,500

Compare all 9 planners in Fairfield