Sterling Financial Planning Inc.

Sterling Financial Planning Inc. (CRD# 108664) is a financial advisory firm headquartered in Sparta, NJ. They manage $378,856,393 in 1,228 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    379
    MILLION
  • Total Number of Accounts
    1,228
    ACCOUNTS
  • Average Account Value
    $308,515
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, CT, FL, MD, NC, NH, NJ, NY, PA, SC, TX

Financial Advisors at Sterling Financial Planning Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Matthew J. Hannum
CRD#: 4648935
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
96
Wealthminder
score

Matthew Hannum (CRD# 4648935) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 14 years of experience in the finance industry. Matthew Hannum 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.

2
Nicholas A. Nicolette
CRD#: 1029894
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
96
Wealthminder
score

Nicholas Nicolette (CRD# 1029894) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 33 years of experience in the finance industry. Nicholas Nicolette 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.

3
Glen A. Thomas
CRD#: 1858079
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
96
Wealthminder
score

Glen Thomas (CRD# 1858079) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 27 years of experience in the finance industry.

4
Stephen W. Wescott
CRD#: 1060943
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
96
Wealthminder
score

Stephen Wescott (CRD# 1060943) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 32 years of experience in the finance industry. Stephen Wescott 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.

5
Deanna Iannuzzi
CRD#: 2113072
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
93
Wealthminder
score

Deanna Iannuzzi (CRD# 2113072) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 26 years of experience in the finance industry.

6
Sharon M. Nikaido
CRD#: 2559484
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
93
Wealthminder
score

Sharon Nikaido (CRD# 2559484) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 22 years of experience in the finance industry.

7
Bruce R. Tucker
CRD#: 1604559
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
91
Wealthminder
score

Bruce Tucker (CRD# 1604559) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 29 years of experience in the finance industry. Bruce Tucker 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.

8
Ross D. Weiner
CRD#: 5499957
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
90
Wealthminder
score

Ross Weiner (CRD# 5499957) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has 1 year of experience in the finance industry. Ross Weiner 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.

9
Lisa Casciaro
CRD#: 6316507
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
88
Wealthminder
score

Lisa Casciaro (CRD# 6316507) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 3 years of experience in the finance industry. Lisa Casciaro 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.