Glen Thomas is a CFA-designated registered investment advisor at Sterling Financial Planning INC, based in Sparta, NJ, with 19 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 560 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fee Estimator
Location
60 Blue Heron Road, Suite 201, Sparta, NJ, 07871-2608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sterling Financial Planning INC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations1 state
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