Cynthia Sterling is a ChFC-designated registered investment advisor at Sterling Financial Planning, based in New York, NY, with 4 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Sterling Financial Planning offers an ongoing service with a three-step process. New clients pay a one-time start-up fee: $3,000 for single clients and $4,000 for couples. They also pay a fixed monthly fee: $450-$800 for single clients and $650-$1,000 for couples, depending on complexity. The monthly fees start after the client receives the plan and are paid in advance. This service includes ongoing office work, phone and email contact, interaction with other advisors, and a financial plan check-up.
- Hourly engagements are available at $300 per hour with a two-hour minimum ($600).
Location
475 Park Avenue South, Suite 2100, New York, NY, 10016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sterling Financial Planning
State Registrations3 states
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