Advisor at Sterling Wealth Advisors, 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 Advisors, Inc.
Location
Banner Elk, NC
Credentials
Series 65
Industry experience
< 1 year
Financial Overview: $3,000 to $25,000; Consulting Project/Retainer: $5,000 to $40,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
$350 per hour for consulting services and certain specialized services
Account minimum: $400,000 minimum for investment advisory services only; $720,000 minimum for combined financial planning and investment advisory services Minimum fee: $6,000 minimum annual fee for investment advisory services only; $17,000 minimum annual fee for combined financial planning and investment advisory services Fee-only: Fee-only basis for all advisory services; no commissions
Sterling Wealth Advisors
2025 - Present (1 year)
Sterling Wealth Advisors
2024 - 2024 (1 year)
Lowes' Food
2023 - 2024 (1 year)
Liberty University
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
Classical Conversations Plantation
2015 - 2022 (7 years)
Unemployed
2015 - 2022 (7 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 63, Series 66
Boone, NC
Edward Jones
Series 66
Boone, NC
Edward Jones
Series 66
Boone, NC
Edward Jones
Series 63, Series 65
Boone, NC
Merrill
Matthew Kucera is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1982 after earning a Bachelor of Science degree in Finance from the College of Business at Florida State University. Matthew has over 35 years of industry experience in financial advisory services. His expertise includes providing customized wealth management strategies, retirement planning, estate planning, and investment portfolio management. Supported by specialists and top-rated research, Matthew holds FINRA registrations Series 3, 5, 7, 63, and 65. He also holds the professional designation of Personal Investment Advisor (PIA). Matthew serves as an advisor for family foundations, private school boards, and community-based organizations. Outside of his professional activities, he is an avid golfer and tennis player. Matthew and his wife, Sue Ann, reside in Merritt Island with their three children.
Series 65
Boone, NC
E2I Financial Group, LLC
Series 63, Series 65, Series 66
Boone, NC
RCX Capital Group Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")