Elizabeth Barrett
Elizabeth Barrett is a CFP-designated registered investment advisor at Sterling Wealth Advisors, INC., based in Plantation, FL, with 27 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 80 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee Estimator
Contact
Elizabeth Barrett
Location
8201 Peters Road, Suite 1000, Plantation, FL, 33324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sterling Wealth Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Elizabeth is very active in her community, having served on the board of The Financial Planning Association, The National Association of Women Business Owners, and The Business Advisory Council and as a diplomat at The Tower Club in Ft. Lauderdale. Elizabeth prides herself on maintaining close client relationships. Her practice has grown primarily through referrals of current clients. Elizabeth is a devoted mom to her son, Sterling. She is also an avid reader, enjoys photography, and loves to travel. She has a passion for life and for the people who are a part of hers.