Advisor at Sterling Financial Planning Inc
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Firm
Sterling Financial Planning Inc
Location
Sparta, NJ 07871-2608
Credentials
CFP®, CFA®, Series 66
Industry experience
21 years
Matthew Hannum is a CFP®, CFA®, and Series 66 registered advisor with 21 years of industry experience. He has been with Sterling Financial Planning Inc since 2003. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. Sterling Financial Planning manages approximately $672 million and employs a range of investment strategies across mutual funds, ETFs, and individual securities.
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
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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