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
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Nicholas Nicolette is a CFP® professional with over 21 years of industry experience. He has been with Sterling Financial Planning Inc. and Sterling Financial Group, Inc. since 1992 and has been self-employed since 1982. Sterling Financial Planning serves individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and leverages institutional research and technology from major custodians such as Schwab and Fidelity.
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
New Jersey · Texas
Sterling Financial Planning Inc.
1992 - Present (34 years)
Sterling Financial Group, Inc.
1992 - Present (34 years)
Nicolas Anthony Nicolette - Self Employed
1982 - Present (44 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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