STERLING FINANCIAL PLANNING INC
SEC RegisteredAn Elevated Advisory Experience
About the firm
For over 30 years, Sterling has been the leading wealth management firm in northwestern New Jersey, known for their deep commitment to understanding clients' unique values and goals. They specialize in crafting personalized, holistic financial and wealth management plans that align with clients' life aspirations, fostering long-lasting relationships built on trust and integrity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, wealth management, retirement planning, and estate planning. Services include personalized strategic roadmaps, customized investment strategies, retirement plan development, and guidance on estate-planning strategies.
Who they serve
Mass-affluent individuals, pre-retirees and retirees, and surviving spouses who prefer to entrust their financial planning to experienced professionals and are focused on creating a sustainable financial future aligned with their values.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 350 | $127M |
| High Net Worth Individuals | 212 | $615M |
| Charitable Organizations | 2 | $1.9M |
| State/Municipal Entities | 8 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.80% |
| Next $1,000,000 | 0.50% |
| Next $3,000,000 | 0.40% |
| Over $5,000,000 | 0.30% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STERLING FINANCIAL PLANNING INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched