# Cornerstone Planning Group

Cornerstone Planning Group is a Bank / Wealth / Trust based in Oakland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oakland, United States
- **Region:** North America
- **Address:** Fairfield, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** cspgllc.com
- **LinkedIn:** https://www.linkedin.com/company/cornerstone-planning

## Regulatory record

- **CRD number:** 307189
- **SEC file number:** 801-118222
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307189

## About

Cornerstone Planning Group began operations in 2007. The registered investment advisor provides financial planning, investment management, and portfolio construction to individuals and businesses. Disclosures list a US base but no specialization by asset class or region. Public records show no operational events in the past 24 months, and data on team size or additional offices are not available.

## Sectors

- Practice Management
- RIA Platform

## Questions

### Who runs investment decisions at Cornerstone Planning Group?

No named principals or CIO appear in public records.

### Does Cornerstone Planning Group participate in fund commitments or only direct deals?

The firm provides portfolio management and advisory services; specific deal structures are not disclosed.

### What investment stages does Cornerstone Planning Group typically target?

No stage focus such as venture or private equity is stated in available information.

### How is Cornerstone Planning Group related to any parent or affiliated vehicle?

No parent entity or spinout relationship is documented.

## Related profiles

- [Cornerstone International Financial Leasing](https://altss.com/profile/cornerstone-international-financial-leasing)

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Last updated: 2026-07-11T16:19:59.000Z

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