Sterling Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sterling Financial Group serves a small client base that includes individuals, trusts, estates, corporations and pension/profit sharing plans, delivering comprehensive financial planning, business consulting, and asset advisory consulting. The firm focuses on one-time or ongoing planning engagements rather than acting as an ongoing portfolio manager for client accounts.
The firm’s work centers on a detailed fact-finding and planning process — covering retirement, estate, tax/cash flow, insurance and investment analysis — and it makes investment recommendations across securities, mutual funds, ETFs, annuities and occasionally hard assets or collectibles. Sterling relies on both fundamental and technical research sources and leaves implementation and choice of broker-dealer to the client, rather than exercising discretionary trading authority.
Notably, Sterling does not provide portfolio management or charge percentage-of-assets fees, instead operating on fixed, project- and consulting-based engagements, a model that differs from many independent advisers. The sole-owner adviser also maintains affiliated brokerage and insurance activities and coordinates with outside professionals for implementation, which can result in separate compensation streams and client-directed execution choices.
Client services
Expertise
Fee options
Account minimum: $4,000 Minimum fee: Minimum annual fee is $4,000; may be waived at firm's discretion Fee-only: Fixed fees for financial planning and business consulting, typically ranging from $4,000 to $40,000 annually
Main office
1070 Polaris Parkway
Columbus OH 43240
Advisors at this office
1
Most active in
Ohio
Also doing business as
Sterling Financial Group · Sterling Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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