{
  "crd_number": 340172,
  "slug": "sterling-legacy-advisors-inc-340172",
  "primary_business_name": "STERLING LEGACY ADVISORS INC.",
  "legal_name": "STERLING LEGACY ADVISORS INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-08-31",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340172",
  "listing_state": "NJ",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/sterling-legacy-advisors-inc-340172",
  "display_name": "Sterling Legacy Advisors Inc.",
  "summary": "Sterling Legacy Advisors Inc. is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. Sterling Legacy Advisors Inc. (CRD 340172): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sterling Legacy Advisors Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sterling Legacy Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Sterling Legacy Advisors Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated August 25, 2026 states: Hourly rate: $250 an hour (financial planning and financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Sterling Legacy Advisors Inc. registered with the SEC or a state?",
      "a": "Sterling Legacy Advisors Inc. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340172."
    },
    {
      "q": "How much does Sterling Legacy Advisors Inc. manage?",
      "a": "Sterling Legacy Advisors Inc. reports $0 in regulatory assets under management in its Form ADV filing dated August 25, 2026."
    },
    {
      "q": "Does Sterling Legacy Advisors Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340172"
    },
    {
      "q": "Does Sterling Legacy Advisors Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 25, 2026 says: \"In general, we require a minimum of $1,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Sterling Legacy Advisors Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Moved from SEC registration to state registration. No longer registered or notice-filed in NY."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Moved from SEC registration to state registration.",
        "No longer registered or notice-filed in NY."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning and financial consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $1,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning and financial consulting services)"
        ],
        "quotes": [
          "We charge an hourly fee of $250 for financial planning and financial consulting services, both services billed and payable in advance."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and financial consulting services"
        }
      ]
    },
    "quotes": [
      "In general, we require a minimum of $1,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.",
      "We charge an hourly fee of $250 for financial planning and financial consulting services, both services billed and payable in advance."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sterling-legacy-advisors-inc-340172.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340172",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}