Cornerstone Planning
Cornerstone Planning Group, LLC Finance iPhoneiPadiPod touch
Cornerstone Planning is a free Finance app for iPhone and iPad by Cornerstone Planning Group, LLC. Requires iOS 12.4. Updated June 13, 2026.
- Price
- Free
- on the App Store
- Size
- 139 MB
- Age 4+
- Updated
- Jun 13
- 2026 · v1.96
Screenshots
About Cornerstone Planning
The Cornerstone Planning Group mobile allows clients to have access to everything financial in their lives at any time. Cornerstone clients will have access to all portfolio data and all aspects of their personal financial plan within a simple, elegant interface. This app is one our tools to help bring Clarity, Confidence, and Direction to our client’s financial futures. To request access, please contact your Cornerstone Planning Group Advisor.
What’s new
Version 1.96 · Updated June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
App privacy
The developer, Cornerstone Planning Group, LLC, reported these privacy practices to Apple.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data: Product Interaction
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Identifiers: User ID
- Usage Data: Product Interaction
- Financial Info: Other Financial Info
- Contact Info: Physical Address, Email Address, Name, Other User Contact Info
- User Content: Photos or Videos
Used for: Analytics, App Functionality
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Diagnostics: Crash Data
Used for: App Functionality
Alternatives to Cornerstone Planning
Looking for apps like Cornerstone Planning? Here are 6 similar apps on the App Store. The highest rated is Mitchell Sinkler & Starr (5.0/5), and all 6 are free to download.
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Mitchell Sinkler & Starr
5.0
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Bassam Wealth Management
5.0
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Aventura Private Wealth Mobile
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G4 Wealth Management
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Ascent Wealth Management Group
5.0
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Legacy Private Wealth Partners
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Cornerstone Planning | – | Free | June 13, 2026 | |
| Mitchell Sinkler & Starr | 5.0 / 5 (1) | Free | Sep 15, 2026 | Compare |
| Bassam Wealth Management | 5.0 / 5 (1) | Free | Sep 17, 2026 | Compare |
| Aventura Private Wealth Mobile | – | Free | Jun 13, 2026 | Compare |
| G4 Wealth Management | – | Free | Sep 15, 2026 | Compare |
| Ascent Wealth Management Group | 5.0 / 5 (2) | Free | Sep 15, 2026 | Compare |
| Legacy Private Wealth Partners | – | Free | Sep 15, 2026 | Compare |