Sterling Financial Planning INC
Sparta, NJ·SEC-registered · CRD #108664
Sterling Financial Planning INC is an SEC-registered investment advisory firm in Sparta, NJ managing $761M across 2.2k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$761M
Client accounts
2.2k
Advisory staff
8
Fee model
Fee-based
How Sterling Financial Planning INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sterling Financial Planning INC
How much does Sterling Financial Planning INC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Sterling Financial Planning INC reports $761M in regulatory assets under management across roughly 2.2k client accounts.
How does Sterling Financial Planning INC charge?
Sterling Financial Planning INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sterling Financial Planning INC a fiduciary?
Yes. Sterling Financial Planning INC is registered with the U.S. Securities and Exchange Commission (CRD #108664), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sterling Financial Planning INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sterling Financial Planning INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Sparta, NJ
Profile compiled from Sterling Financial Planning INC's public SEC Form ADV filing (CRD #108664, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sterling Financial Planning INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sterling Financial Planning INC? Claim this profile.