A complete list of active advisors currently associated with Sherr Financial Associates

Warmer can help you find a great advisor at Sherr Financial Associates or one who fits your needs even better.

Sherr Financial Associates (SFA) provides financial planning, consulting and asset-allocation advice, with services described for retirement, estate, tax, business and college planning as well as budgeting and cash‑flow analysis. The brochure frames these services as tailored engagements based on a client fact‑finder and interviews, delivered on a fixed‑fee or hourly basis rather than through ongoing discretionary asset management. The firm uses tools such as MoneyGuidePro to analyze holdings and construct plans, and it allows clients to impose investment restrictions and decide whether to implement recommendations. Implementation is optional; when clients elect to implement through the firm’s advisory representative, recommendations typically center on mutual funds and are executed through a FINRA‑registered broker‑dealer relationship, which the brochure discloses can generate commissions and 12b‑1 trail fees and is subject to supervisory oversight. Noteworthy differences from many investment‑manager peers include the advisory representative’s dual registration as a broker‑dealer registered representative and as a licensed insurance agent, enabling the firm to receive commissions, trail payments and insurance commissions in addition to planning fees. The firm also emphasizes fixed and hourly planning fees and explicitly states it does not maintain custody of client assets or exercise investment discretion, rather than charging percentage‑of‑AUM advisory fees common to most firms in this category.

To learn more about the advisors currently working at Sherr Financial Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.