Sterling Wealth Advisors, Inc.
Sterling Wealth Advisors, Inc. (CRD# 124121) is a financial advisory firm headquartered in Plantation, FL. They manage $87,878,905 in 512 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management88MILLION
Total Number of Accounts512ACCOUNTS
Average Account Value$171,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Elizabeth Barrett (CRD# 2826888) is an Investment Advisor Representative working at Sterling Wealth Advisors, Inc. in Plantation, FL and has over 20 years of experience in the finance industry. Elizabeth Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.