Lisa Sternberg
Highline Wealth Partners · Sherman Oaks, California
Lisa Sternberg is a fee-only financial advisor at Highline Wealth Partners in Sherman Oaks, California. Lisa focuses on family wealth transfer and small business owners. Highline Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Multi-generational families
Facts
| Firm | Highline Wealth Partners |
|---|---|
| Based in | Sherman Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $867.9M across 942 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1998793 |
| Exams passed | Series 65 (2016) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.charlesworthrugg.com |
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Questions about Lisa
Is Lisa Sternberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Highline Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Highline Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Lisa charge?
According to Highline Wealth Partners's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Lisa Sternberg based?
Lisa Sternberg is based in Sherman Oaks, California.
What does Lisa specialize in?
Lisa's specialties include family wealth transfer and small business owners. Lisa works with executives and multi-generational families.
Is Lisa Sternberg registered with the SEC?
Yes. Lisa Sternberg is registered as an investment adviser representative in CA (CRD 1998793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highline Wealth Partners manage?
Highline Wealth Partners reports $867.9M across 942 accounts in assets under management.
How do I contact Lisa Sternberg?
Through Lisa's website, www.charlesworthrugg.com.
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
- Highline Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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