Sterling Investment Advisors LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$20,000

“Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $20,000 on a fixed fee basis, or at a mutually agreed upon hourly rate, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

How Sterling Investment Advisors LTD. bills

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

• “The advisory fee will be pro-rated, and paid quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter.”
• “In the event of termination, Registrant shall refund any unearned portion of the advanced fee paid based upon the number of days remaining in the billing quarter.”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”

How Sterling Investment Advisors LTD.’s fees compare

• Its flat or project fee of $2,000-$20,000 spans the Pennsylvania median of $3,650. 85% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Berwyn that publish a flat or project fee charge less.

About Sterling Investment Advisors LTD.

• Firm size: 7 employees.
• Registered as an adviser: 2006 (20 years).

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% a year

Clients

436

Employees

7

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$1,075,820,676

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

140710

Website

linkedin.com/in/matthew-croley-09345315b (opens in new tab)

Phone

(610) 560-0400

Can advise clients in 13 states: California, Connecticut, Delaware, Florida, Georgia, Massachusetts, Maryland, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Berwyn that publish fees

• Ellis Investment Partners, LLCBerwyn$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Goal Quest Advisors, LLCBerwyn$200/hr, $3,000/yr
• Great Valley Advisor Group, LLCBerwyn$2,500/yr
• K Wealth AdvisorsBerwyn$500/hr
• Trinity Wealth Management, LLCBerwyn$500/hr, $5,000⁠-⁠$50,000

Compare all 8 planners in Berwyn