Premier Financial Planning, Inc. (Princeton)

Premier Financial Planning, Inc. is an adviser based in Princeton. It manages $52.1 million of regulatory assets for 309 client accounts. It has been registered with the SEC as an adviser since 2004.

Premier Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Premier Financial Planning: assets under management

The assets under management (AUM) of Premier Financial Planning, Inc. is $52.1 million. The firm's AUM has grown by 56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.98 million in discretionary accounts and $1.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $48.54 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Premier Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Premier Financial Planning, Inc.

Constance Joy Herrstrom has been acting as President since 1 Dec 1994. Patricia Conde Patterson joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Constance Joy Herrstrom	President	1 Dec 1994	75% - 100%	1968465
Patricia Conde Patterson	President/chief compliance officer	1 Nov 2007	75% - 100%	1037506

Based in Princeton

The principal office where Premier Financial Planning, Inc. performs its advisory services is located at 711 Executive Drive, Princeton, NJ 08540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.