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Michael Ferrara

Cornerstone Planning Group
27 Years of Experience
New Braunfels, TX
Sells Insurance
View SEC Summary
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Michael Ferrara is a registered investment advisor at Cornerstone Planning Group, based in New Braunfels, TX, with 27 years of industry experience. Michael 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.

Cornerstone Planning Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,251 clients
Average Client Portfolio
$761K average
Assets Under Management
$951.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1607 FM306, Suite 502, New Braunfels, TX, 78130

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael works as an insurance broker, brokering non-registered outside insurance products, dedicating a few hours per week. He also volunteers with the Civil Air Patrol and the Alpha Sigma Phi Fraternity, spending about 10-20% of his time and minimal time respectively.

Employment History
Current Registrations
Cornerstone Planning Group
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Eagle Strategies LLC
February 2015 - September 2025 · 10 yrs 7 mos
Nylife Securities LLCBroker
April 2012 - September 2025 · 13 yrs 5 mos
Metlife Securities INC.Broker
March 2011 - February 2012 · 11 mos
Metlife Securities INC.
July 2002 - March 2009 · 6 yrs 8 mos
Metlife Securities INC.Broker
June 1996 - March 2009 · 12 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 1996 - July 2007 · 11 yrs 1 mo
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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