STERLING FINANCIAL PLANNING INC

SPARTA, New Jersey·6 registered advisors·CRD# 108664

SEC# 801-560250973-729-1234

01

Firm Overview

AUM

$623M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at STERLING FINANCIAL PLANNING INC

6 registered advisors

Bruce Robert Tucker

SPARTA, New Jersey

Glen Andrew Thomas

SPARTA, New Jersey

Matthew Joseph Hannum

SPARTA, New Jersey

Nicholas Anthony Nicolette

SPARTA, New Jersey

Ross David Weiner

SPARTA, New Jersey

Stephen Walter Wescott

SPARTA, New Jersey

05

Office Locations

SPARTA, New Jersey

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Data sourced from SEC Form ADV filings. STERLING FINANCIAL PLANNING INC (CRD# 108664) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.