# Elizabeth Barrett

> Elizabeth Barrett is a fee-only financial advisor at Sterling Wealth Advisors® in Plantation, Florida, who holds the CFP, CKA and MA credentials. Elizabeth charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/elizabeth-barrett/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sterling Wealth Advisors®
- **Based in:** Plantation, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; 1.25% a year on the first tier of assets managed
- **Assets under management (firm):** $223.5M across 348 accounts
- **Credentials:** CFP, CKA, MA
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning
- **CRD:** 2826888 (https://adviserinfo.sec.gov/individual/summary/2826888)
- **SEC registration:** Investment adviser representative in FL, NC, TX
- **Exams passed:** Series 65 (1997)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://sterlingwealthadvisors.com

## Frequently asked questions

### Is Elizabeth Barrett a fee-only financial advisor?

Yes. Elizabeth Barrett is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elizabeth's firm.

### How does Elizabeth charge for financial advice?

Elizabeth charges a percentage of assets and an ongoing planning fee.

### How much does Elizabeth charge?

According to Sterling Wealth Advisors®'s website, checked October 28, 2026: ongoing planning from $6,000 a year; 1.25% a year on the first tier of assets managed.

### Where is Elizabeth Barrett based?

Elizabeth Barrett is based in Plantation, Florida.

### What does Elizabeth specialize in?

Elizabeth's specialties include estate & legacy planning, tax planning and retirement planning.

### What credentials does Elizabeth Barrett hold?

Elizabeth Barrett holds the CFP, CKA and MA credentials.

### Is Elizabeth Barrett registered with the SEC?

Yes. Elizabeth Barrett is registered as an investment adviser representative in FL, NC and TX (CRD 2826888), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sterling Wealth Advisors® manage?

Sterling Wealth Advisors® reports $223.5M across 348 accounts in assets under management.

### How do I contact Elizabeth Barrett?

Through Elizabeth's website, sterlingwealthadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4342): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sterlingwealthadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.