Nathan Stutz
Sterling Investment Management · Tucson, Arizona
Nathan Stutz is a fee-only financial advisor at Sterling Investment Management in Tucson, Arizona. Nathan charges a percentage of assets.
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Facts
| Firm | Sterling Investment Management |
|---|---|
| Based in | Tucson, Arizona |
| Fee model | Percentage of assets |
| Assets under management | $409.2M across 399 accounts |
| SEC registration | Investment adviser representative in AZ, CA, CO, OK · CRD 8271363 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sterlinginvestmentmanagement.com |
How Nathan's firm compares
- Sterling Investment Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 399 accounts).
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Questions about Nathan
Is Nathan Stutz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Sterling Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathan charge for financial advice?
Nathan charges a percentage of assets.
Where is Nathan Stutz based?
Nathan Stutz is based in Tucson, Arizona.
Is Nathan Stutz registered with the SEC?
Yes. Nathan Stutz is registered as an investment adviser representative in AZ, CA, CO and OK (CRD 8271363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sterling Investment Management manage?
Sterling Investment Management reports $409.2M across 399 accounts in assets under management.
How do I contact Nathan Stutz?
Through Nathan's website, www.sterlinginvestmentmanagement.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
- Sterling Investment Management 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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