PlannerFees

Sterling Wealth Advisors, Inc. fees and pricing

Financial planner in Plantation, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 1, 2026, Sterling Wealth Advisors, Inc. charges $350 an hour and a flat or project fee of $8,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“In the event that the client engages the Adviser to provide combined investment advisory and financial planning services set forth above, a credit equal to half of the amount paid for the Financial Overview will be provided to the client on the next quarterly statement. 7 Consulting Project/Retainer Services under…”
Flat or project fee
$8,000
“If a client engages Adviser to provide ongoing financial planning and discretionary investment advisory services, Adviser generally requires a minimum annual financial planning fee of $8,000 (but the amount varies depending upon the complexity and scope of the services required) plus a fee for investment advisory…”

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

How Sterling Wealth Advisors, Inc. bills

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

  • “The investment advisory services fee is paid quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter.”
  • “The fee for a Financial Overview ranges between $3,000 and $25,000 depending upon complexity, which is payable upon engagement.”
  • “However, in Adviser’s sole discretion, fees may be paid with one-half due at the beginning of the engagement and the remainder upon completion.”

How Sterling Wealth Advisors, Inc.’s fees compare

  • Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
  • 1 of the 3 other planners in Plantation that publish an hourly rate charge less.
  • Its flat or project fee of $8,000 is above the Florida median of $4,900. 73% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Plantation that publish a flat or project fee charge less.

About Sterling Wealth Advisors, Inc.

“Adviser offers combined investment advisory services with financial planning, stand-alone investment advisory services, and stand-alone financial planning and related consulting services to its clients that currently include individuals, high net worth individuals, trusts, and estates.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

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
1.5% a year
Minimum
$17,000 minimum fee (stated in brochure)
Clients
80
Employees
7
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$223,541,508
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
124121
Website
sterlingwealthadvisors.com (opens in new tab)
Phone
(954) 771-1313

Can advise clients in 4 states: Florida, North Carolina, Tennessee, Texas

Other planners in Plantation that publish fees

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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.