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.
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 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.
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.
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.
You can reach the main office by calling the phone number 609-924-2424 or by fax 609-924-2524. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.