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Christopher Kelly

Cornerstone Planning Group
26 Years of Experience
Fairfield, NJ
1 DisclosureSells Insurance
View SEC Summary
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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 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
—
View Full SEC Brochure

Location

350 Passaic Avenue, Suite 201, Fairfield, NJ, 07004

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History

Regulatory History (1)
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Customer Dispute
May 2023
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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
January 2026 - Present · 9 mos
Previous Registrations
MML Investors Services, LLC
February 2020 - January 2026 · 5 yrs 11 mos
MML Investors Services, LLCBroker
February 2020 - January 2026 · 5 yrs 11 mos
Eagle Strategies LLC
January 2020 - January 2020 · 0 mos
Nylife Securities LLCBroker
December 2019 - January 2020 · 1 mo
MML Investors Services, LLC
March 2017 - December 2019 · 2 yrs 9 mos
MML Investors Services, LLCBroker
March 2017 - December 2019 · 2 yrs 9 mos
Msi Financial Services, INC.
February 2007 - March 2017 · 10 yrs 1 mo
Msi Financial Services, INC.Broker
August 2002 - March 2017 · 14 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
August 2002 - July 2007 · 4 yrs 11 mos
Wachovia Securities, INC.Broker
March 2002 - July 2002 · 4 mos
Prudential Securities IncorporatedBroker
February 2001 - July 2001 · 5 mos
Pruco Securities CorporationBroker
February 1999 - March 2001 · 2 yrs 1 mo
State Registrations1 state
NJ
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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