Sterling Advisory Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fee is $250.”

Flat or project fee

$2,500

“We charge a fixed fee for Financial planning services in the amount of $2,500.”

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.

• “The advisory fee paid to us shall be negotiable in certain circumstances.”
• “The advisory fee paid to us shall be negotiable in certain circumstances.”
• “Fees can either be automatically deducted from your managed account or directly billed.”

How Sterling Advisory Services, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 17 other planners in San Jose that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 15 other planners in San Jose 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: 2014 (12 years).

Planning areas mentioned in the brochure

• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

2

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$6,197,109

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

169827

Website

sterling-advisory.com (opens in new tab)

Phone

(408) 213-6902

Other planners in San Jose that publish fees

• Align Wealth Management, LLCSan Jose$300⁠-⁠$800/hr, Up to $50,000
• Amaral Financial PlanningSan Jose$500/hr
• Arena Advisors LLCSan Jose$250⁠-⁠$5,000
• Brightplan LLCSan Jose$20/mo
• Chief Capital Management, IncSan Jose$200/hr
• Concentrum Wealth ManagementSan Jose$350/hr, $2,000⁠-⁠$30,000

Compare all 33 planners in San Jose