Sterling Financial Planning Inc fees and pricing
Financial planner in Sparta, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Sterling Financial Planning Inc charges a flat or project fee of $2,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$6,000
“Sterling’s planning and consulting fees are negotiable but generally range from $2,000 to $6,000 on a fixed fee basis, depending upon the level and scope of the services required and the professionals providing the services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sterling Financial Planning Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Sterling deducts fees quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
- “Sterling’s annual investment advisory fee is prorated and paid quarterly, in arrears, based upon the market value of the assets on the last business day of the previous quarter, adjusted for individual cash inflows and outflows in excess of $5,000.”
- “Upon termination: a pro-rated portion of the earned but unpaid advisory fee will be due; or Sterling will pro-rate and refund any unearned advanced advisory fees, as applicable.”
How Sterling Financial Planning Inc’s fees compare
- Its flat or project fee of $2,000-$6,000 spans the New Jersey median of $5,000. 42% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Sterling Financial Planning Inc
“Sterling offers investment advisory services, retirement plan consulting services, and financial planning and related consulting services to its clients, who generally include individuals, high net worth individuals, pension and profit sharing plans, trusts, and estates.”
- Firm size: 8 employees.
- Registered as an adviser: 1998 (28 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 562
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $760,762,843
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108664
- Phone
- (973) 729-1234
Can advise clients in 16 states: California, Colorado, Florida, Georgia, Massachusetts, Maine, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.