Sterling Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our firm is compensated for hourly financial planning engagements at the rate of $300 per hour.”

Monthly fee

$450⁠-⁠$800/mo

“Single clients pay a $3,000 up-front fee and then $450 - $800 per month, depending upon complexity.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sterling Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The monthly fees start after the client receives the Plan and are paid in advance.”
• “Earned fees in excess of any prepaid deposit will be billed at the time of termination and will be due upon receipt of our invoice.”
• “If the client paid an advance fee, all requested information had been provided to the firm, and the plan or service was not delivered to the client in less than six months from the date of the engagement, the client may be entitled to a refund.”

How Sterling Financial Planning’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 14 of the 69 other planners in New York that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Sterling Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

126064

Website

sterlingfinancialplan.com (opens in new tab)

Phone

(212) 405-1616

Can advise clients in 2 states: Louisiana, New York

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

Compare all 184 planners in New York