Fee-only adviser · Plantation, FL
Sterling Wealth Advisors, Inc.
Sterling Wealth Advisors, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Plantation, Florida. On its latest Form ADV, filed April 1, 2026, it reports $224M in regulatory assets under management, 80 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 124121 · SEC file 801-121920 |
| Office | 8201 Peters Road Suite 1000 Plantation, FL 33324 |
| Phone | (954) 771-1313 |
| Website | www.sterlingwealthadvisors.com |
| Regulatory assets under management | $224M |
| Individual clients | 30 non-high-net-worth, 50 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Plantation
- MG&A Wealth $1.0B
- Tobias Financial Advisors $1.2B
- Envision Asset Management, Inc. $56M
- Fallenbaum CPA & Advisors, LLC $7.6M
- Actitrust Wealth Management LLC $141M
- Abacus Capital Advisors $120M
See all 8 fee-only advisers in Plantation →
Nearby
- Sunrise 1 firm
- Davie 1 firm
- Cooper City 1 firm
- Weston 2 firms
- Miramar 2 firms
- Pembroke Pines 2 firms
- Fort Lauderdale 17 firms
- Hollywood 3 firms
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