Cornerstone Planning Group Inc.
- Regulatory AUM
- $952M
- Discretionary
- $796M
- Clients
- 1,251
- Avg AUM / client
- $761K
- Accounts
- 3,043
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 967 | $286M | 30.0% |
| High net worth individuals | 225 | $482M | 50.7% |
| Pension and profit sharing plans | 46 | $155M | 16.3% |
| Charitable organizations | 0 | $139K | 0.01% |
| Corporations and other businesses | 13 | $28.5M | 2.99% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Celebrity Motor Cars Llc 401(k) Plan Celebrity Motor Cars Llc | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carmine Corino | Owner, | CFP | Jan 2020 (7y) | 75% or more |
| Walter Alan Gilmore | Cco | Nov 2021 (5y) | Less than 5% | |
| Anthony Paul Depersio | Registered representative | CFP | Jun 2020 (6y) | |
| Jon Anthony Tarno | Registered representative | Jul 2020 (6y) | ||
| James Andrew Allen | Registered representative | Nov 2021 (5y) | ||
| Giro Michael Maddaluna | Registered representative | Jun 2022 (4y) | ||
| Carmine Brandon Coppola | Registered representative | Sep 2022 (4y) | ||
| David C D'albero | Registered representative | Sep 2022 (4y) | ||
| Thomas Marian Woloszyn | Registered representative | Sep 2022 (4y) | ||
| Tyler Allen | Registered representative | Nov 2022 (4y) | ||
| Matthew Jude Di Francesco | Registered representative | Jun 2024 (2y) | ||
| Gina C Stormont | Registered representative | Chartered Financial Consultant | Mar 2025 (1y) | |
| Barjes Rainiero Angulo | Registered representative | May 2025 (1y) | ||
| Mark Dean Olson | Registered representative | CFP | Aug 2025 (1y) | |
| Michael Anthony Ferrara | Registered representative | Aug 2025 (1y) | ||
| Irene E Stolte | Registered representative | Sep 2025 (1y) | ||
| Michael Bozzone | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) | |
| Amit Biswas | Registered representative | Jan 2026 (1y) | ||
| Christopher George Kelly | Registered representative | Jan 2026 (1y) | ||
| Julianne Hertel | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Thomas Sokira | Registered representative | Apr 2026 (0y) | ||
| Anthony Nicholas Depersio | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Celebrity Motor Cars Llc 401(k) Plan | Celebrity Motor Cars Llc | 310 | $26.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $795M (84% of AUM) Apr 2026
- Empower Financial Services, Inc. $44.8M (9% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗