Sturman Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sturman Wealth Advisors provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm offers discretionary investment management, retirement account advice, and participant account management for held‑away defined contribution plan participant accounts.
Portfolios are constructed primarily with low‑cost, diversified mutual funds and ETFs, with individual stocks or bonds used when appropriate, and investment decisions are informed by fundamental analysis and a generally long‑term orientation. Sturman Wealth serves as a fiduciary, manages client assets on a discretionary basis, and may implement client strategies through unaffiliated Independent Managers while performing ongoing oversight.
Compared with many peers, the firm’s service set includes active management of held‑away participant accounts using a third‑party platform and an institutional relationship with the Altruist platform to support account access and reporting. The two‑advisor team is led by a CFP and AIF designee and includes an Operations Manager who is both a CFP and an Enrolled Agent and who operates a separate bookkeeping business for online content creators, an additional business activity disclosed in the brochure.
Client services
Expertise
Fee options
up to 1.75% annually
Fee-only: Financial planning fees up to $7,500 per quarter for ongoing engagements; standalone financial planning fees negotiated based on service complexity
Main office
See office404 People Place, Suite 404
Charlottesville VA 22911
Advisors at this office
1
Offices (2)
Most active in
Louisiana · Maine · Massachusetts · New Hampshire · Texas · Virginia
Also doing business as
Sturman Wealth Advisors · Sturman Wealth Advisors, 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.
Quick links
Advisors at this firm
Howard C
CFP®, Series 65
Baton Rouge, LA
Sturman Wealth Advisors
Howard Cranford is a CFP® professional with five years of industry experience, currently serving as an advisor at Sturman Wealth Advisors in Baton Rouge, LA. His prior experience includes roles at Merrill Lynch and as a freelance paraplanner, as well as managing Buff Your Finances for six years. Cranford also owns CreatorBooks, a bookkeeping service for online content creators. Sturman Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm focuses on discretionary investment management using primarily low-cost, diversified mutual funds and ETFs, with a fiduciary approach and active management of held-away participant accounts.
Todd S
CFP®, Series 63, Series 66
Charlottesville, VA
Sturman Wealth Advisors
Todd Sturman is a CFP® professional with 25 years of experience in financial advisory. He has worked at Private Advisor Group and LPL Financial, each for 10 years, and previously managed Sturman Wealth Management. He currently leads Sturman Wealth Advisors, an independent firm based in Charlottesville, VA. Sturman Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and select institutional clients, including banking institutions and pension plans. The firm manages approximately $97.7 million across about 96 client relationships, offering customized, long-term portfolio management using fundamental analysis and a mix of low-cost mutual funds, ETFs, and individual securities.
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