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STERLING FINANCIAL PLANNING INC

SEC Form ADV profile.

Total regulatory AUM
$760,762,843
Discretionary
$487,530,839
Non-discretionary
$273,232,004

Firm details

CRD number
108664
SEC file number
801-56025
Main office
SPARTA, NJ, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.