# STERLING FINANCIAL PLANNING INC

STERLING FINANCIAL PLANNING INC of SPARTA, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 108664
- Type: SEC-registered investment adviser
- SEC file number: 801-56025
- Location: 60 BLUE HERON ROAD, SUITE 201, SPARTA, NJ, 07871-2608
- Phone: 973-729-1234
- Latest filing: 2026-03-27
- Regulatory AUM: $760.8M
- Discretionary AUM: $487.5M
- Non-discretionary AUM: $273.2M
- Clients: 8
- Accounts: 1,639

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Henshon Andrew | SENIOR ASSOCIATE; TREASURER; VICE PRESIDENT | Springfield, MA |
| Nicholas Anthony Nicolette | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Glen Andrew Thomas | TREASURER | — |
| Matthew Joseph Hannum | SECRETARY | — |
| Ross David Weiner | SHAREHOLDER | — |
| TUCKER BRUCE ROBERT | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| NICOLETTE NICHOLAS ANTHONY | PRESIDENT AND CHIEF COMPLIANCE OFFICER; TREASURER | — |
| WESCOTT STEPHEN WALTER | SECRETARY | — |
| NIKAIDO SHARON MADOI | SENIOR ASSOCIATE | — |
| KING BARBARA JANE | PRESIDENT | — |
| HANNUM MATTHEW JOSEPH | SECRETARY | — |
| WEINER ROSS DAVID | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108664/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108664/similar
- Related entities: https://search.stillhousedata.com/firm/108664/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108664

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.