Christopher Kelly
Christopher Kelly is a registered investment advisor at Cornerstone Planning Group, based in Fairfield, NJ, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,093 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Planning Group manages investment portfolios for a fee ranging from 0.50% to 1.35% per year. The exact fee depends on the complexity and risk profile of your portfolio, the number of accounts in your household, the amount of assets managed, and your relationship with the firm. Fees are calculated monthly based on the average daily balance of your account and are paid in arrears.
Location
350 Passaic Avenue, Suite 201, Fairfield, NJ, 07004
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Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Christopher is a broker selling and servicing life, disability, and long-term care insurance since 2017. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cornerstone Planning Group
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Wachovia Securities, INC.Broker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
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.