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The Sherry Group, Inc.

Updated today

Client assets under management

$130,308,548

Clients

203

19% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

68

High

Average account size

$641,914

About

The Sherry Group, Inc. provides comprehensive asset management and financial planning to individuals, trusts, retirement plans, and other entities, serving about 203 client households and managing roughly $130 million in client assets. Its services include portfolio management and monitoring, retirement plan consulting, financial planning, and access to third‑party model portfolios and insurance and brokerage products.

The firm emphasizes tailored asset allocation and a mix of fundamental, technical, and cyclical analysis to build individualized portfolios, and it monitors accounts on an ongoing basis; while TSGI can operate on a non‑discretionary basis, it reports that the assets it manages are currently under discretionary authority. It also provides rollover recommendations and retirement‑plan advice under a fiduciary standard and offers access to externally managed model programs as part of its implementation options.

Notable differences from many peers include its use of the Folio Institutional platform and Model Manager Exchange (including Ready‑to‑Go portfolios and a “window trading” execution model), which can involve separate platform fees in addition to advisory fees. The firm’s advisors are also registered representatives of an unaffiliated broker‑dealer and licensed insurance agents—so clients may encounter both advisory fees and transactional or commission‑based compensation—and the firm discloses payment to outside solicitors for client referrals and operational use of AI tools for administrative and client‑service tasks (not for investment selection).

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement income strategy Wealth management Business ownership considerations

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed fees based on specific projects, agreed upon in advance.

Percentage

$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually

Commissions

Commissions received by registered representatives on sale of securities and insurance products; varies with product and volume.

Project-based

$175-$250 per hour for advisory services; $50 per hour for administrative services.

Other

Account minimum: $100,000 Minimum fee: $300 administrative fee may be assessed annually if assets under management remain below $100,000 after a two-year grace period. Fee-only: Hourly rates from $175 to $250 per hour for advisory services; administrative services at $50 per hour.

Main office location

The Sherry Group, Inc.

5 E. 6 Th Street

Mountain Home AR 72653, United States

Number of offices

2

Most active in

Arkansas · Florida · Illinois · Louisiana · Missouri · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Scott S

Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Scott Sherry is an advisor at The Sherry Group, Inc. in Mountain Home, Arkansas, with 21 years of industry experience. He has held roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. in addition to his long tenure at The Sherry Group. Outside of his advisory work, he is also a licensed life insurance agent and performs farm labor activities. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm emphasizes tailored asset allocation using a combination of fundamental, technical, and cyclical analysis, and offers discretionary portfolio management alongside access to third-party model portfolios and insurance products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
user avatar

H. Raymond S

ChFC®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

H. Raymond Sherry is a financial advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of advising, he manages a farm where he breeds and sells horses. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm utilizes a tailored asset allocation approach combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and access to third-party model portfolios and insurance and brokerage products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
user avatar

Thomas C

CFP®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Thomas Czanstkowski is a CFP® professional with 27 years of experience in financial advising. He has worked with The Sherry Group, Inc. since 2007 and previously held roles at Transamerica Financial Advisors and Signator Investors. He serves on the boards of several local nonprofit organizations, including the Mountain Home Bomber Boosters Foundation and Care Center Ministries. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, and retirement plans, managing approximately $130 million in client assets. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary account management.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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