Firm
Sterling Investment Management
Tucson, Arizona
Fee-only
Sterling Investment Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFA.
- Its Form ADV reports 8 employees and 139 individual clients, 74 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 399 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Tucson, Arizona |
|---|---|
| Website | sterlinginvestmentmanagement.com |
| Phone | (520) 293-3311 |
Sterling Investment Management fees
Sterling Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $409 million |
| Individual clients | 65 |
| High-net-worth clients | 74 |
| Accounts managed | 399 |
| Employees | 8 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-50373) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 112923 |