Matthew Hannum is a CFA, CFP-designated registered investment advisor at Sterling Financial Planning INC, based in Sparta, NJ, with 22 years of industry experience. Matthew 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 578 clients with $760M 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% |
Fees are non-negotiable for standard schedules, though certain pre-existing clients may have different arrangements. Cash and cash equivalents are included in the asset value for fee calculation unless instructed otherwise.
Fee Estimator
Location
60 Blue Heron Road, Suite 201, Sparta, NJ, 07871
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sterling Financial Planning INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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