Premier Financial Planning, Inc.

Premier Financial Planning, Inc. (CRD# 121473) is a financial advisory firm headquartered in Princeton, NJ. They manage $26,947,230 in 196 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Premier Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
Constance J. Herrstrom
CRD#: 1968465
711 Executive Drive, Princeton, NJ 08540

Constance Herrstrom (CRD# 1968465) is an Investment Advisor Representative working at Premier Financial Planning, Inc. in Princeton, NJ and has over 28 years of experience in the finance industry. Constance Herrstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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