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STERLING FINANCIAL PLANNING INC

SPARTA, NJ · CRD 108664 · IAPD ↗ · sterlingadvice.com · 973-729-1234

$760.8MRegulatory AUM
8Advisory reps
8Employees
5Clients
101-250Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — STERLING FINANCIAL PLANNING INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — STERLING FINANCIAL PLANNING INC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — STERLING FINANCIAL PLANNING INC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.