Sterling Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The hourly rate is $500 per hour and is calculated by rounding up to the next full hour of services provided.”

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

How Sterling Investment Management, LLC bills

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

• “Sterling's annual investment advisory fee shall be paid quarterly, in advance.”
• “Some clients may be billed a fixed amount due to special circumstances, including but not limited to the type of investment or financial planning work being conducted by our firm.”
• “Sterling charges its quarterly advisory fees in advance, as described above.”

How Sterling Investment Management, LLC’s fees compare

• Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
• 15 of the 16 other planners in Tucson that publish an hourly rate charge less.

About Sterling Investment Management, LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 1995 (31 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

139

Employees

8

Works with

Individuals, high net worth individuals, charities, state and local governments, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and newsletters and publications

Assets managed

$409,201,752

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

112923

Website

linkedin.com/company/sterling-investment-management (opens in new tab)

Phone

(520) 293-3311

Can advise clients in 4 states: Arizona, California, Colorado, Oklahoma

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson