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Irene Stolte

Cornerstone Planning Group
24 Years of Experience
Somerville, NJ
Sells Insurance
View SEC Summary
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Irene Stolte is a registered investment advisor at Cornerstone Planning Group, based in Somerville, NJ, with 24 years of industry experience. Irene 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

21 Maple Street, Somerville, NJ, 08876

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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

Irene operates under the DBA name Horizon Wealth Strategies, LLC to sell New York Life products and broker non-registered insurance products. She also teaches courses at Rutherford Adult School and is involved with industry and non-profit organizations, dedicating a few hours per week to each.

Employment History
Current Registrations
Cornerstone Planning Group
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Eagle Strategies LLC
April 2016 - September 2025 · 9 yrs 5 mos
Nylife Securities LLCBroker
November 2001 - September 2025 · 23 yrs 10 mos
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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