Matthew Hannum
Sterling Financial Planning · Sparta, New Jersey
Matthew Hannum is a fee-only financial advisor at Sterling Financial Planning in Sparta, New Jersey, who holds the CFP and CFA credentials. Sterling Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sterling Financial Planning |
|---|---|
| Based in | Sparta, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $760.8M across 1,639 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NJ · CRD 4648935 |
| Exams passed | Series 66 (2003) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sterlingadvice.com |
| Profile |
How Matthew's firm compares
- Sterling Financial Planning's average account is about $464,000, from its Form ADV (assets managed divided by 1,639 accounts).
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Questions about Matthew
Is Matthew Hannum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Sterling Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Sterling Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Hannum based?
Matthew Hannum is based in Sparta, New Jersey.
What credentials does Matthew Hannum hold?
Matthew Hannum holds the CFP and CFA credentials.
Is Matthew Hannum registered with the SEC?
Yes. Matthew Hannum is registered as an investment adviser representative in NJ (CRD 4648935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sterling Financial Planning manage?
Sterling Financial Planning reports $760.8M across 1,639 accounts in assets under management.
How do I contact Matthew Hannum?
Through Matthew's website, www.sterlingadvice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sparta
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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