SN
CFP
SN
CFP

Sterling Neblett

20 Years of Experience
Mclean, VA

Sterling Neblett is a CFP-designated registered investment advisor at Centurion Wealth Management, based in Mclean, VA, with 20 years of industry experience. Sterling operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 440 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
440 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$784.0M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.35%
$500K - $1.0M1.20%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.55%

Centurion reserves the right to negotiate alternative fee schedules on a client-by-client basis. Centurion offers a discretionary householding advisory fee program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7901 Jones Branch Drive, Suite 230, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sterling is a founding partner of Centurion Wealth Management LLC, an SEC RIA. He is also a member of Riverbend LLC, an angel investment group, and part of Casa Valerie, LLC, managing inherited property with his brother.

Employment History
Current Registrations
Centurion Wealth Management
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Spire Securities, LLCBroker
February 2015 - December 2023 · 8 yrs 10 mos
Spire Wealth Management, LLC
February 2015 - April 2022 · 7 yrs 2 mos
Lara, May & Associates, LLCBroker
June 2008 - February 2015 · 6 yrs 8 mos
Lara, May & Associates, LLC
January 2008 - February 2015 · 7 yrs 1 mo
Lara, Shull & May, LTDBroker
January 2007 - June 2008 · 1 yr 5 mos
Lara, Shull & May, LTD.
January 2007 - December 2007 · 11 mos
Nylife Securities INC.Broker
July 2005 - January 2007 · 1 yr 6 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.