Sterling Advisory Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,570,000
Total clients
49
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
49
Average account size
$317,755
About
Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses and employer-sponsored plans, including pension plans and plan participants. The firm manages client accounts on a tailored basis and also works with institutional clients, a service offering less common among firms of this size.
The firm’s investment process is driven by client-specific objectives and risk profiles and implements a range of strategic models (from conservative to aggressive) that emphasize asset allocation, diversification, and periodic rebalancing. Sterling also emphasizes ethical and Shariah-compliant investment selection and uses a third‑party participant-account platform to manage held-away retirement accounts while avoiding direct custody.
Compared with many small independent advisers, Sterling’s advisory mix includes institutional portfolio management and pension consulting, and it incorporates pension-planning services for new clients at no separate charge as part of ongoing planning. The firm custodizes accounts at a major broker-dealer, rebates certain mutual fund 12b‑1 fees to clients, and disclaims proxy‑voting responsibility, which together shape how it implements and monitors client mandates.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
ESG / Sustainable investing
Equity compensation tax strategy
Business succession planning
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Values-based investing
Fee options
$1,500 to $7,500 depending on complexity
$0 - $500,000: 1.35% $500,001 - $2,500,000: 1.15% $2,500,001 - $4,000,000: 1.00% $4,000,001+: 0.75%
$175 to $500 per hour depending on complexity
Main office location
Sterling Advisory Group LLC
29777 Telegraph Road, Suite 3590 2
Southfield MI 48034, United States
Number of offices
1
Most active in
Sterling Advisory Group LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Michigan · Ohio · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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