Sterling Investment Advisors,llc fees and pricing

Financial planner in Bolivar, Missouri. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Sterling Investment Advisors,llc charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Per-hour financial planning service fees are assessed at a rate of $200 per hour.”

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

“No fees are payable in advance as all fees are billed in arrears, so there is no refund provision.”

Its hourly rate of $200 is below the Missouri median of $250. 19% of the 88 other Missouri planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 265
Employees: 5
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $229,251,945
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 117287
Website: investwithsterling.com (opens in new tab)
Phone: (417) 777-7677

Can advise clients in 2 states: Missouri, Texas

Is something on this page wrong or out of date?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.