Sherrill & Hutchins Financial Advisory Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), as well as retirement plans, trusts, estates and not‑for‑profit organizations. The firm offers ongoing wealth management, standalone financial planning, retirement plan advisory and estate distribution services for clients and fiduciaries.
Portfolios are managed to client‑specific Investment Guidelines developed from a Financial Profile, and the firm primarily implements strategies using diversified no‑load mutual funds and ETFs with periodic rebalancing and model portfolios for participant‑directed plans. SHFA supplements its internal work with third‑party consulting and offers the ability to manage held‑away accounts (401(k), 403(b), 529 plans) via a third‑party order management platform.
One notable practice at the firm is that, while it does not use margin as an investment strategy, clients may elect to borrow against their portfolios and fees for margin accounts are charged on the gross market value of assets (not net of margin), a feature the brochure states can create a potential conflict of interest. The firm also documents estate distribution support for client deaths and provides ERISA‑facing retirement plan services, distinguishing its service set from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Up to $350 per hour for financial planning in some cases
Account minimum: $1,000,000 Fee-only: Financial planning fee typically $2,500 initial plan or hourly rate of $350; Estate distribution fee typically $1,500; Trading and administrative services up to $5,000 annually
Main office
4401 Northside Parkway, NW, Suite 425
Atlanta GA 30327
Advisors at this office
6
Most active in
Alabama · Florida · Georgia · Nebraska · North Carolina · South Carolina · Tennessee · Texas
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.
Advisors at this firm
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