Thomas Sokira is a registered investment advisor at Cornerstone Planning Group, based in Fairfield, NJ, with 29 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,251 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Standard advisory fee ranges from 0.50% to 1.35% based on portfolio complexity, risk profile, number of household accounts, and total assets managed. Fees are negotiable.
Fee Estimator
Location
350 Passaic Avenue, Suite 201, Fairfield, NJ, 07004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is a managing partner at Anthem Financial Services, conducting 401(k) consulting, which takes about half his time. He is also the sole owner of Mallard Properties, a real estate rental business, dedicating minimal time to it.
Employment History
Current Registrations
Cornerstone Planning Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Adp Broker-Dealer, INC.Broker
Morgan Stanley Dw INC.Broker
Prudential Investment Management Services LLCBroker
Wall Street AccessBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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