STERLING FINANCIAL PLANNING INC

60 Blue Heron Road, Suite 201
Sparta, New Jersey 07871-2608
Tel: 973-729-1234

About STERLING FINANCIAL PLANNING INC

STERLING FINANCIAL PLANNING INC, formally registered with the SEC as STERLING FINANCIAL PLANNING INC. The firm was established in 11/10/1998. They have over 1 offices throughout the country.

STERLING FINANCIAL PLANNING INC is a Sparta, New Jersey based Financial Planning firm with nearly $623,209,769 assets under management, offering retirement planning & investment advisory services to 1575 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108664
SEC#	801-56025
Assets Managed by Firm	$623,209,769
No. of Clients	1575
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	1575	$623,209,769
Individuals (other than high net worth individuals)	346	$130,405,941
High net worth individuals	176	$477,273,794
Pension and profit sharing plans	Fewer than 5 clients	$2,962,867
Charitable organizations	7	$9,109,806
Corporations or other businesses	5	$3,457,361

More Retirement Planning firms in Sparta, New Jersey:

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PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483
PGIM INVESTMENTS LLC 655 Broad Street Newark, NJ, 07102	$315,351,503,018	167	558

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