Sterling Wealth Management, Inc. fees and pricing

Financial planner in Champaign, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 26, 2026, Sterling Wealth Management, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Various rates apply as determined by the person performing the service as follows: $250/hour for a Certified Financial Planner professional.”

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

“When investing in mutual funds or ETFs, clients pay two levels of fees – the advisory fee payable to Sterling and the fee paid to the fund manager(s).”
“For "Wealth Management Services" and "Asset Management Services", the fee will be payable quarterly in arrears.”
“If termination occurs prior to the end of a calendar quarter, the client will be invoiced for fees due on a pro-rata basis.”

Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
2 of the 3 other planners in Champaign 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
Highest asset based fee in brochure: 1% a year
Clients: 234
Employees: 7
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $494,582,785
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 131304
Website: instagram.com/sterling_wealth (opens in new tab)
Phone: (217) 398-1900

Can advise clients in 5 states: California, Colorado, Illinois, Michigan, 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Is something on this page wrong or out of date?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.