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The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cornerstone Planning Group use?","answer":"Cornerstone Planning Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $795M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cornerstone Planning Group have?","answer":"Cornerstone Planning Group has 16 investment adviser representatives registered with state securities authorities, out of 21 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cornerstone Planning Group invest in?","answer":"At the end of its last fiscal year, Cornerstone Planning Group’s separately managed accounts held 77% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 2% state and local bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cornerstone Planning Group?","answer":"Cornerstone Planning Group’s direct owner is Carmine Corino (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cornerstone Planning Group get paid?","answer":"Cornerstone Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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