Sterling Financial Group is a registered investment advisor founded in 1999, operating out of Worthington, Ohio. The firm focuses on comprehensive financial planning, business consulting, and asset advisory consulting, helping individuals, families, and business owners accumulate, preserve, and distribute wealth. Sterling does not provide investment management services and has no assets under management. Instead, the firm creates customized financial plans covering personal goals, tax and cash flow, retirement strategies, estate planning, and investment analysis. Sterling coordinates with a broad network of professionals, including accountants, attorneys, and insurance specialists, to help clients execute their financial strategies. Clients retain full discretion over whether and how to implement recommendations. Sterling charges fixed annual fees for its advisory services, typically ranging from $4,000 to $40,000, billed in advance on a monthly or quarterly basis.
Fee Structure
Sterling Financial Group charges an agreed-upon fixed annual fee, typically ranging from $4,000 to $40,000, for ongoing financial planning, business consulting, and asset advisory consulting. Fees are billed in advance on a monthly or quarterly basis. Services include continuous review and guidance on personal financial goals, tax and cash flow planning, retirement strategies, estate planning, and business consulting.
Sterling Financial Group offers one-time financial planning, business consulting, and asset advisory consulting engagements. Fees are determined based on the anticipated time and complexity of the plan, with project fees typically ranging from $4,000 to $40,000.