Elizabeth Barrett
Sterling Wealth Advisors® · Plantation, Florida
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.
Request an introduction to Elizabeth →
Specialties
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 | $223.5M across 348 accounts |
| Credentials | CFP · CKA · MA |
| SEC registration | Investment adviser representative in FL, NC, TX · CRD 2826888 |
| Exams passed | Series 65 (1997) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | sterlingwealthadvisors.com |
How Elizabeth's firm compares
- Ongoing planning starts at $6,000 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- Sterling Wealth Advisors®'s average account is about $642,000, from its Form ADV (assets managed divided by 348 accounts).
Request an introduction to Elizabeth
Tell Elizabeth a little about what you're looking for. Elizabeth isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Elizabeth
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Sterling Wealth Advisors® website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.