# PREMIER FINANCIAL PLANNING, INC.

PREMIER FINANCIAL PLANNING, INC. of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 121473
- Type: SEC-registered investment adviser
- SEC file number: 801-63288
- Location: 475 WALL STREET, PRINCETON, NJ, 08540
- Phone: 609-924-2424
- Latest filing: 2026-03-31
- Regulatory AUM: $48.7M
- Discretionary AUM: $46.9M
- Non-discretionary AUM: $1.7M
- Clients: 2
- Accounts: 171

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| HERRSTROM CONSTANCE JOY | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121473/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121473/similar
- Related entities: https://search.stillhousedata.com/firm/121473/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121473

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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.