Sterling Barrett
Sterling Wealth Advisors · Plantation, Florida
Sterling Barrett is a fee-only financial advisor at Sterling Wealth Advisors in Plantation, Florida. Sterling Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sterling Wealth Advisors |
|---|---|
| Based in | Plantation, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $223.5M across 348 accounts |
| SEC registration | Investment adviser representative in FL, NC · CRD 8099388 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sterlingwealthadvisors.com |
How Sterling's firm compares
- Sterling Wealth Advisors's average account is about $642,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Sterling
Is Sterling Barrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sterling holds no broker registration, and Sterling Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sterling charge for financial advice?
Sterling's firm, Sterling Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sterling Barrett based?
Sterling Barrett is based in Plantation, Florida.
Is Sterling Barrett registered with the SEC?
Yes. Sterling Barrett is registered as an investment adviser representative in FL and NC (CRD 8099388), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sterling Wealth Advisors manage?
Sterling Wealth Advisors reports $223.5M across 348 accounts in assets under management.
How do I contact Sterling Barrett?
Through Sterling's website, www.sterlingwealthadvisors.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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