Sterling Financial Planning
Firm details
- Headquarters
- New York, New York
- CRD number
- 126064
- Website
- sterlingfinancialplan.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Sterling Financial Planning operates as an owner-run sole proprietorship that provides financial planning services. The firm bills clients using hourly rates and fixed-fee arrangements rather than asset-based or performance fees. State registrations are listed in Louisiana and New York. The firm does not identify itself as an ESG investor and does not advertise pension consulting or multi-state advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Cynthia Sterling
President and FounderCRD 4648560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 475 Park Ave S
- Time zone
- ET (UTC-5)
- Office locations
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