Ross Patterson
Sterling Investment Management · Tucson, Arizona
Ross Patterson is a fee-only financial advisor at Sterling Investment Management in Tucson, Arizona, who holds the CFP and ChFC credentials. Ross 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 |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in AZ, CA, CO, OK · CRD 6231877 |
| Exams passed | Series 66 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sterlinginvestmentmanagement.com |
How Ross'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 Ross
Is Ross Patterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross 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 Ross charge for financial advice?
Ross charges a percentage of assets.
Where is Ross Patterson based?
Ross Patterson is based in Tucson, Arizona.
What credentials does Ross Patterson hold?
Ross Patterson holds the CFP and ChFC credentials.
Is Ross Patterson registered with the SEC?
Yes. Ross Patterson is registered as an investment adviser representative in AZ, CA, CO and OK (CRD 6231877), 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 Ross Patterson?
Through Ross'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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