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Sturman Wealth Advisors

Updated today

Client assets under management

$116,420,349

Clients

91

44% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

46

Typical

Average account size

$1,279,344

About

Sturman Wealth Advisors provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm offers discretionary investment management, retirement account advice, and participant account management for held‑away defined contribution plan participant accounts.

Portfolios are constructed primarily with low‑cost, diversified mutual funds and ETFs, with individual stocks or bonds used when appropriate, and investment decisions are informed by fundamental analysis and a generally long‑term orientation. Sturman Wealth serves as a fiduciary, manages client assets on a discretionary basis, and may implement client strategies through unaffiliated Independent Managers while performing ongoing oversight.

Compared with many peers, the firm’s service set includes active management of held‑away participant accounts using a third‑party platform and an institutional relationship with the Altruist platform to support account access and reporting. The two‑advisor team is led by a CFP and AIF designee and includes an Operations Manager who is both a CFP and an Enrolled Agent and who operates a separate bookkeeping business for online content creators, an additional business activity disclosed in the brochure.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

up to 1.75% annually

Other

Fee-only: Financial planning fees up to $7,500 per quarter for ongoing engagements; standalone financial planning fees negotiated based on service complexity

Main office location

Sturman Wealth Advisors

404 People Place, Suite 404

Charlottesville VA 22911, United States

Number of offices

2

Most active in

Louisiana · Maine · Massachusetts · New Hampshire · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Howard C

CFP®, Series 65

Baton Rouge, LA

Sturman Wealth Advisors

Howard Cranford is a CFP® with four years of industry experience, currently serving as the sole advisor at Sturman Wealth Advisors in Baton Rouge, LA. His prior experience includes roles at Merrill Lynch, freelance paraplanning, and operating Buff Your Finances. Outside of financial advising, he owns CreatorBooks, a bookkeeping service for online content creators. Sturman Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and select institutional clients, including banking and pension plans. The firm manages approximately $97.7 million across about 96 client relationships, focusing on customized, primarily long-term portfolios constructed through fundamental analysis and a mix of low-cost mutual funds, ETFs, and select individual securities.

Wealth management
user avatar

Todd S

CFP®, Series 63, Series 66

Charlottesville, VA

Sturman Wealth Advisors

Todd Sturman is a CFP® professional with 25 years of experience in financial advisory. He has worked at Private Advisor Group and LPL Financial, each for 10 years, and previously managed Sturman Wealth Management. He currently leads Sturman Wealth Advisors, an independent firm based in Charlottesville, VA. Sturman Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and select institutional clients, including banking institutions and pension plans. The firm manages approximately $97.7 million across about 96 client relationships, offering customized, long-term portfolio management using fundamental analysis and a mix of low-cost mutual funds, ETFs, and individual securities.

Wealth management
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