Advisor at Sterling Financial Planning Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sterling Financial Planning Inc
Location
Sparta, NJ 07871-2608
Credentials
CFA®, Series 63
Industry experience
19 years
Glen Thomas is a CFA® charterholder with 19 years of industry experience. He has been with Sterling Financial Planning Inc and Sterling Financial Group, Inc. since 2001. Sterling Financial Planning serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting under ERISA. The firm manages approximately $672 million across client accounts and employs a mix of fundamental and technical analysis with various investment strategies.
Based on Sterling Financial Planning Inc
Financial planning and consulting fees range from $2,000 to $6,000 fixed fee basis
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.50% annually $2,000,000 - $5,000,000: 0.40% annually $5,000,000+: 0.30% annually
Account minimum: $500,000
60 Blue Heron Road, Suite 201
Sparta, NJ 07871-2608
New Jersey
Sterling Financial Planning Inc
2001 - Present (25 years)
Sterling Financial Group, Inc.
2001 - Present (25 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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