CARL P. SHERR & Co., LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$499,766,553
Clients
287
Advisors
3
of 5 employees
About
Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and small businesses. The firm offers both discretionary and non‑discretionary portfolio management alongside comprehensive planning engagements, and commonly uses percentage‑of‑assets billing for advisory services.
The firm develops individualized investment policies based on clients’ goals, time horizons, risk tolerance and tax considerations, emphasizing asset allocation, mutual fund/ETF analysis and long‑term holdings. It manages the bulk of its assets on a discretionary basis, employs a team approach to planning with centralized oversight, and uses platforms such as eMoney and Fidelity Institutional Wealth Services to support research, custody and reporting.
Noteworthy within its peer group, the firm combines a long operating history (since 1964) with a relatively small advisory staff despite managing several hundred million dollars in client assets. It discloses a flat‑fee planning model distinct from many peers, explicitly incorporates emerging technologies (including AI) into its research processes, and maintains a policy to vote proxies for client accounts.
Client services
Expertise
Fee options
Financial planning flat fee with $5,000 minimum, initial deposit $2,500 and second installment $2,500 upon completion
$300 per hour for financial planning (available only to prior clients before October 1, 2019)
Account minimum: $500,000 Minimum fee: Financial planning annual minimum fee of $5,000
Main office
446 Main Street
Worcester MA 01608
Advisors at this office
3
Most active in
California · Connecticut · Florida · Massachusetts · New Hampshire · New York · Rhode Island · Texas
Also doing business as
Carl P. Sherr & Co., LLC · Carl P. Sherr And Company · Carl Paul Sherr
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
Jennifer S
CFP®, Series 66
Worcester, MA
CARL P. SHERR & Co., LLC
Jennifer Simes is a Certified Financial Planner® (CFP®) with 22 years of industry experience. She has been with Carl P. Sherr & Co., LLC since 2007, where she is part of a three-advisor team in Worcester, MA. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, including high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation, mutual fund and ETF analysis, and long-term holdings, managing most assets on a discretionary basis with a team approach and centralized oversight.
Gary S
Series 63, Series 66
Worcester, MA
CARL P. SHERR & Co., LLC
Gary Sherr is a financial advisor with Carl P. Sherr & Co., LLC in Worcester, MA, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He has been with Carl P. Sherr and Company since 1986. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm develops individualized investment policies focusing on asset allocation and long-term holdings, employs a team approach with centralized oversight, and uses platforms such as eMoney and Fidelity Institutional Wealth Services to support its services.
Edward S
Series 63, Series 66
Worcester, MA
CARL P. SHERR & Co., LLC
Edward Sherr is a financial advisor with Carl P. Sherr & Co., LLC in Worcester, MA, holding Series 63 and Series 66 licenses and 37 years of industry experience since joining the firm in 1989. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and long-term holdings, managing most assets on a discretionary basis with a team approach and centralized oversight.
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