Sterling Advisory Services, LLC fees and pricing
Financial planner in New Rochelle, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 28, 2026, Sterling Advisory Services, LLC charges a flat or project fee of $3,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$15,000
“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $3,500 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sterling Advisory Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance, and clients may terminate their contracts with five days’ written notice.”
- “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
- “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”
How Sterling Advisory Services, LLC’s fees compare
- Its flat or project fee of $3,500-$15,000 spans the New York median of $4,500. 82% of the 251 other New York planners that publish a flat or project fee charge less.
About Sterling Advisory Services, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 15
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,381,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150456
- Phone
- (813) 433-0847
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.