Jonathan Higgins
Sterling Advisory Services · Brandon, Florida
Jonathan Higgins is a fee-only financial advisor at Sterling Advisory Services in Brandon, Florida. Sterling Advisory Services reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Facts
| Firm | Sterling Advisory Services |
|---|---|
| Based in | Brandon, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.4M across 15 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8323161 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jonathan's firm compares
- Sterling Advisory Services's average account is about $159,000, from its Form ADV (assets managed divided by 15 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan 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 Jonathan
Is Jonathan Higgins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Sterling Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Sterling Advisory Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Higgins based?
Jonathan Higgins is based in Brandon, Florida.
Is Jonathan Higgins registered with the SEC?
Yes. Jonathan Higgins is registered as an investment adviser representative in FL (CRD 8323161), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sterling Advisory Services manage?
Sterling Advisory Services reports $2.4M across 15 accounts in assets under management.
How do I contact Jonathan Higgins?
Contact details aren't on file yet. Search for Sterling Advisory Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
See something wrong? Request a correction. Read our methodology.