Sterling Manor Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$250/hr

“The hourly fee for these services is between $75 and $250.”

Flat or project fee

$250⁠-⁠$2,000

“The fixed rate for creating client financial plans is between $250 and $2,000.”

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

How Sterling Manor Financial, LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of SMF's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the financial planning agreement without penalty, for full refund, within five business days of signing the contract.”

How Sterling Manor Financial, LLC’s fees compare

• Its hourly rate of $75-$250 is below the New York median of $300. 7% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 4 other planners in Saratoga Springs that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,000 is below the New York median of $4,500. 11% of the 251 other New York planners that publish a flat or project fee charge less.
• None of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.

About Sterling Manor Financial, LLC

• Firm size: 3 employees.
• Founded: 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

2% a year

Clients

393

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$201,005,892

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284218

Website

sterlingmanorfinancial.com (opens in new tab)

Phone

(518) 583-4040

Can advise clients in 3 states: Florida, New York, Texas

Other planners in Saratoga Springs that publish fees

• Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Crescent Hill Partners LLCSaratoga Springs$5,000⁠-⁠$50,000
• Dubois Capital Management LLCSaratoga Springs$500⁠-⁠$5,000
• Even Keel AdvisorsSaratoga Springs$290/hr, $250⁠-⁠$12,000
• Inside Edge Capital Management, LLCSaratoga Springs$10,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000

Compare all 16 planners in Saratoga Springs