# Ross Weiner

> Ross Weiner is a fee-only financial advisor at Sterling Financial Planning in Sparta, New Jersey, who holds the CFP credential. Sterling Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ross-weiner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sterling Financial Planning
- **Based in:** Sparta, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $760.8M across 1,639 accounts
- **Credentials:** CFP
- **CRD:** 5499957 (https://adviserinfo.sec.gov/individual/summary/5499957)
- **SEC registration:** Investment adviser representative in NJ
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.sterlingadvice.com

## Frequently asked questions

### Is Ross Weiner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Sterling Financial Planning 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's firm, Sterling Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ross Weiner based?

Ross Weiner is based in Sparta, New Jersey.

### What credentials does Ross Weiner hold?

Ross Weiner holds the CFP credential.

### Is Ross Weiner registered with the SEC?

Yes. Ross Weiner is registered as an investment adviser representative in NJ (CRD 5499957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sterling Financial Planning manage?

Sterling Financial Planning reports $760.8M across 1,639 accounts in assets under management.

### How do I contact Ross Weiner?

Through Ross's website, www.sterlingadvice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5499957): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.