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Sherrill & Hutchins Financial Advisory Inc

Updated today

Client AUM

$608,385,990

Clients

409

Advisors

6

of 9 employees

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

Financial planning Portfolio management Pension consulting Estate distribution services

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

Up to $350 per hour for financial planning in some cases

Other

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

Advisors at this firm

user avatar

Mark S

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Mark Sheerin is a CFP® professional with 10 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc. since 2016. He is based in Atlanta, GA, and is part of a six-advisor team at the firm. 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 focuses on client-specific investment guidelines using diversified no-load mutual funds and ETFs, and offers services such as ongoing wealth management, retirement plan advisory, and estate distribution support.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Theodore N

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Theodore Noble is a CFP® professional with 18 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc since 2012. He is based in Atlanta, GA, and is part of a six-advisor team. 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 uses client-specific investment guidelines with diversified no-load mutual funds and ETFs, and offers estate distribution support and ERISA-facing retirement plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jessica S

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Jessica Sherrill is a CFP® with 18 years of industry experience and has been with Sherrill & Hutchins Financial Advisory Inc. in Atlanta, GA for 10 years. She is part of a six-advisor team at the firm. 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 uses client-specific investment guidelines and primarily implements strategies through diversified no-load mutual funds and ETFs, offering a range of wealth management and retirement plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert C

Series 65

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Robert Cramer is a financial advisor at Sherrill & Hutchins Financial Advisory Inc. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Sherrill & Hutchins, he worked at Anduril Industries for four years and the Central Intelligence Agency for six years. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios based on client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs with periodic rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

William H

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

William Hutchins III is a Certified Financial Planner® with 15 years of experience in the financial services industry. He has been with Sherrill & Hutchins Financial Advisory, Inc. since 2012. Outside of his advisory role, he is a member of The Garden Of, LLC, a long-term rental property management business. Sherrill & Hutchins Financial Advisory 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 employs client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs, offering a range of wealth management and fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Kaitlin T

CFP®

Atlanta, GA

Sherrill & Hutchins Financial Advisory Inc

Kaitlin Theobald is a CFP® professional with seven years of experience at Sherrill & Hutchins Financial Advisory Inc in Atlanta, GA. She has been with the firm since 2014, including a team role since 2024. Sherrill & Hutchins provides financial planning and discretionary portfolio management services to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios according to client-specific Investment Guidelines, primarily using diversified no-load mutual funds and ETFs with periodic rebalancing and model portfolios for participant-directed plans.

Wealth management Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this firm
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