Firm
Sterling Financial Planning
New York, New York
Fee-only
Sterling Financial Planning at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $5,400 a year, above the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | sterlingfinancialplan.com |
| [email protected] | |
| Phone | (212) 405-1616 |
Sterling Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,400 a year |
|---|---|
| One-time plan | From $3,000 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"The minimum monthly fee is $450/month" source
"Singles pay $3,000 start-up fee." source
"Does not sell you products or demand account minimums" source
"Fees for the Ongoing Service include a one-time start-up fee as well as fixed monthly fee*." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 126064 |