Pablo Jimenez Zamora
Sterling Wealth Management · Champaign, Illinois
Pablo Jimenez Zamora is a fee-only financial advisor at Sterling Wealth Management in Champaign, Illinois. Sterling Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sterling Wealth Management |
|---|---|
| Based in | Champaign, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $494.6M across 737 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8049274 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sterlingwealthmanagement.com |
How Pablo's firm compares
- Sterling Wealth Management's average account is about $671,000, from its Form ADV (assets managed divided by 737 accounts).
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Questions about Pablo
Is Pablo Jimenez Zamora a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pablo holds no broker registration, and Sterling Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pablo charge for financial advice?
Pablo's firm, Sterling Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Pablo Jimenez Zamora based?
Pablo Jimenez Zamora is based in Champaign, Illinois.
Is Pablo Jimenez Zamora registered with the SEC?
Yes. Pablo Jimenez Zamora is registered as an investment adviser representative in IL (CRD 8049274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sterling Wealth Management manage?
Sterling Wealth Management reports $494.6M across 737 accounts in assets under management.
How do I contact Pablo Jimenez Zamora?
Through Pablo's website, www.sterlingwealthmanagement.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
- 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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