Sterling Wealth Advisors, Inc.

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Client assets under management

$223,541,508

Clients

63% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,794,269

About

Sterling Wealth Advisors serves individuals, high‑net‑worth clients, trusts, estates and retirement plans, offering discretionary investment management together with comprehensive financial planning as well as stand‑alone planning and consulting engagements. It operates on a fee‑only basis and provides both ongoing advisory relationships and shorter project retainers or financial overviews tailored to client circumstances.

The firm implements customized, discretionary portfolios using no‑load mutual funds, ETFs, fixed income and U.S. government securities and employs both long‑ and short‑term purchase strategies with ongoing monitoring and rebalancing. For certain workplace retirement accounts it uses an order management system to access and manage plan investments without collecting client custodial credentials and asks clients to maintain an active access link so trades can be executed.

Sterling manages over $200 million of client assets with a small advisor team and a relatively limited client roster, producing a concentrated, higher‑AUM‑per‑client practice that may differ in service cadence and engagement terms from more retail‑oriented advisers. The firm discloses assistance with pledged‑asset loans as a liquidity option, maintains a succession agreement with another registered adviser to reduce service disruption risk, and leaves proxy voting decisions to clients rather than voting securities on their behalf.

Client services

Financial planning Portfolio management

Expertise

General retirement planning

Fee options

Fixed

Financial Overview: $3,000 to $25,000; Consulting Project/Retainer: $5,000 to $40,000

Percentage

$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%

Project-based

$350 per hour for additional services not included in planning or advisory

Other

Account minimum: $400,000 Minimum fee: $6,000 annually for investment advisory services only; $17,000 annually for combined financial planning and investment advisory services Fee-only: Fee-only basis for all advisory and planning services; no commissions accepted

Main office location

Sterling Wealth Advisors, Inc.

8201 Peters Road, Suite 1000

Plantation FL 33324, United States

Number of offices

Most active in

Florida · North Carolina · Tennessee · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 954-771-1313

Advisors at this firm

Elizabeth B

CFP®, Series 65

Plantation, FL

Sterling Wealth Advisors, Inc.

Elizabeth Barrett is a Certified Financial Planner (CFP®) with 27 years of experience in the financial industry. She has been with Sterling Wealth Advisors, Inc. since 1996. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning services. The firm uses a fee-only structure and tailors portfolios through a mix of no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents, employing both fundamental and technical analysis along with long- and short-term trading strategies.

General retirement planning

Sterling B

Series 65

Banner Elk, NC

Sterling Wealth Advisors, Inc.

Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. located in Banner Elk, NC. He holds a Series 65 designation and has been with Sterling Wealth Advisors since 2024. Prior to his advisory role, he worked at Lowes' Food and has experience with Classical Conversations Plantation and Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm uses a mix of investment strategies across no-load mutual funds, ETFs, bond funds, and government securities, offering both ongoing advisory relationships and shorter-term consulting engagements.

General retirement planning

Leah J

Series 65

Columbia, TN

Sterling Wealth Advisors, Inc.

Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.

General retirement planning

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