Advisor at Sterling Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sterling Wealth Management, Inc.
Location
Champaign, IL 61820
Credentials
CFP®
Industry experience
< 1 year
Jenna Woods is a CFP® professional with three years of experience at Sterling Wealth Management, Inc. in Champaign, IL. Prior to her advisory role, she worked at Style & Grace Salon & Day Spa and Stephens Family YMCA. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans with private wealth management and asset management services. The firm employs an evidence-based, long-term investment approach focused on fundamental analysis, global diversification, asset allocation, and cost minimization.
Based on Sterling Wealth Management, Inc.
Flat fees may apply based on hourly rate for Financial Consulting projects
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
$250/hour for Certified Financial Planner professional
Account minimum: $1,000,000 Fee-only: Fee-only private wealth management; fees computed as a percentage of assets under management; no commissions.
301 N. Neil Street, Suite 203
Champaign, IL 61820
Illinois
Sterling Wealth Management
2023 - Present (3 years)
Sterling Wealth Management
2022 - 2023 (1 year)
Style & Grace Salon & Day Spa
2019 - 2022 (3 years)
Stephens Family YMCA
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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