Firm
Sterling Wealth Advisors®
Plantation, Florida
Fee-only
Sterling Wealth Advisors® at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 7 employees and 80 individual clients, 50 of them high net worth.
- Its average account is about $642,000 (assets it manages divided by its 348 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Plantation, Florida |
|---|---|
| Website | sterlingwealthadvisors.com |
| [email protected] | |
| Phone | (954) 771-1313 |
Sterling Wealth Advisors® 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 $6,000 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"We require a minimum annual fee of $6,000 for this service." source
"First $0-$1,000,000 1.25%" source
"plus a fee for investment implementation based on the assets under management as outlined in the table below" source
"We require a minimum annual financial-planning retainer of $8,000" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $224 million |
| Individual clients | 30 |
| High-net-worth clients | 50 |
| Accounts managed | 348 |
| Employees | 7 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-121920) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 124121 |