The Sterling Group fees and pricing
Financial planner in Pasadena, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, The Sterling Group charges $150-$750 an hour and a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$750/hr
“The Sterling Group charges an hourly fee ranging from $150 to $750 per hour for Financial Consulting.”
- Flat or project fee
- $2,500-$10,000
“The Sterling Group charges a flat fee for Written Financial Planning that generally ranges from $2,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Sterling Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance and billed on a pro-rated annualized basis.”
- “Upon receipt of the letter of termination, we will suspend advisory services and process a pro-rata refund of unearned advisory fees.”
- “Fees for services provided by The Sterling Group are paid quarterly in advance and billed on a pro-rata annualized basis using the fee schedule noted above under Asset Management Services.”
How The Sterling Group’s fees compare
- Its hourly rate of $150-$750 spans the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 12 of the 15 other planners in Pasadena that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
- 10 of the 16 other planners in Pasadena that publish a flat or project fee charge less.
About The Sterling Group
“The Sterling Group is an investment advisory firm comprised of a team of professionals who oversee clients’ assets and provide a range of comprehensive wealth management services.”
- Firm size: 9 employees.
- Founded: 1990 (36 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- Clients
- 281
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $471,344,505
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111782
- Phone
- (626) 440-5995
Can advise clients in 6 states: California, Georgia, Oregon, Tennessee, Virginia, Washington
Other planners in Pasadena that publish fees
- Appian Way FinancialPasadena$500-$5,000
- Equanimity Financial PartnersPasadena$2,500-$20,000
- Favor Wealth Advisors, LLCPasadena$500/hr, $2,500-$20,000
- Fiducia Wealth ManagementPasadena$350/hr, $2,500-$10,000
- Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
- Foundry Financial LLCPasadena$1,000-$10,000
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.