Sherr Financial Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sherr Financial Associates provides financial planning, consulting and asset-allocation advice to individuals, including both high‑net‑worth and other individual clients. The firm delivers customized plans based on client interviews and a fact‑finder, and it does not take custody of client assets or provide ongoing discretionary portfolio management.
The firm’s process combines detailed data gathering with financial‑planning software (e.g., MoneyGuidePro) and offers services on a fixed‑fee or hourly basis, with reviews conducted at client request or as triggered by agreed events. Implementation of recommendations is optional and typically occurs through brokerage or insurance channels rather than through in‑house, percentage‑of‑AUM portfolio management.
Compared with most independent advisers, the firm is notable for the principal’s dual registration as a registered representative of a FINRA‑registered broker‑dealer and for being a licensed insurance agent, meaning client implementation can result in commissions, trail (12b‑1) fees and insurance commissions rather than AUM fees. The brochure discloses related conflicts of interest — including receipt of marketing benefits and a forgivable loan tied to continued affiliation with the broker‑dealer — and describes mitigation measures such as disclosure, a code of ethics, and crediting certain trail fees in fee programs.
Client services
Expertise
Fee options
Fixed fees up to $5,000 for planning services
Commissions on securities and insurance products sold; 12b-1 trail commissions from mutual funds
Hourly consulting fee at $350 per hour
Fee-only: Fixed fees up to $5,000; Hourly fees at $350 per hour
Main office
100 Conifer Hill Drive, Suite 409
Danvers MA 01923
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Robert Stephen Sherr · Sherr Financial Associates
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Forms ADV
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