# Sterling Legacy Advisors Inc.

> 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.

- CRD: 340172
- Filed as: STERLING LEGACY ADVISORS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340172
- AdvisorCensus page: https://advisorcensus.com/firm/sterling-legacy-advisors-inc-340172

## Quick answers

**How is Sterling Legacy Advisors Inc. compensated?**
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.

**How much does Sterling Legacy Advisors Inc. charge?**
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.

**Is Sterling Legacy Advisors Inc. registered with the SEC or a state?**
Sterling Legacy Advisors Inc. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340172.

**How much does Sterling Legacy Advisors Inc. manage?**
Sterling Legacy Advisors Inc. reports $0 in regulatory assets under management in its Form ADV filing dated August 25, 2026.

**Does Sterling Legacy Advisors Inc. report any disciplinary disclosures?**
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

**Does Sterling Legacy Advisors Inc. state an account minimum?**
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."

**What changed in Sterling Legacy Advisors Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Moved from SEC registration to state registration. No longer registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 25, 2026)

- Account minimum: $1,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $250 an hour (financial planning and financial consulting services)

> We charge an hourly fee of $250 for financial planning and financial consulting services, both services billed and payable in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Moved from SEC registration to state registration.
- No longer registered or notice-filed in NY.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sterling Legacy Advisors Inc. (CRD 340172): Form ADV filing data as of October 2026.