S
Sterling Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
22
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$0
About
Sterling Financial Group serves a small client base that includes individuals, trusts, estates, corporations and pension/profit sharing plans, delivering comprehensive financial planning, business consulting, and asset advisory consulting. The firm focuses on one-time or ongoing planning engagements rather than acting as an ongoing portfolio manager for client accounts.
The firm’s work centers on a detailed fact-finding and planning process — covering retirement, estate, tax/cash flow, insurance and investment analysis — and it makes investment recommendations across securities, mutual funds, ETFs, annuities and occasionally hard assets or collectibles. Sterling relies on both fundamental and technical research sources and leaves implementation and choice of broker-dealer to the client, rather than exercising discretionary trading authority.
Notably, Sterling does not provide portfolio management or charge percentage-of-assets fees, instead operating on fixed, project- and consulting-based engagements, a model that differs from many independent advisers. The sole-owner adviser also maintains affiliated brokerage and insurance activities and coordinates with outside professionals for implementation, which can result in separate compensation streams and client-directed execution choices.
Client services
Financial planning
Business planning and consultation
Expertise
General retirement planning
Elder care planning
Cash flow / budgeting
Charitable giving & philanthropy
Fee options
Account minimum: $4,000 Minimum fee: Minimum annual fee is $4,000; may be waived at firm's discretion Fee-only: Fixed fees for financial planning and business consulting, typically ranging from $4,000 to $40,000 annually
Main office location
Sterling Financial Group LLC
450 West Wilson Bridge Road, Suite 100
Worthington OH 43085, United States
Number of offices
1
Most active in
Sterling Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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:
-
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.
-
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.
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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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