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Home > Retirement Planners > florida > plantation > STERLING WEALTH ADVISORS, INC.
STERLING WEALTH ADVISORS, INC.
8201 Peters Road
Suite 1000
Plantation, Florida 33324
Tel: 954-771-1313
About STERLING WEALTH ADVISORS, INC.
STERLING WEALTH ADVISORS, INC, formally registered with the SEC as STERLING WEALTH ADVISORS, INC. The firm was established in 07/29/2021. They have over 1 offices throughout the country.
STERLING WEALTH ADVISORS, INC. is a Plantation, Florida based Financial Planning firm with nearly $164,376,313 assets under management, offering retirement planning & investment advisory services to 421 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124121 |
| SEC# | 801-121920 |
| Assets Managed by Firm | $164,376,313 |
| No. of Clients | 421 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 421 | $164,376,313 |
| Individuals (other than high net worth individuals) | 29 | $17,081,625 |
| High net worth individuals | 38 | $147,294,688 |
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