Advisor at Doctors Family Office LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Doctors Family Office LLC
Location
Omaha, NE
Credentials
Series 65
Industry experience
13 years
Sherry Taxman is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving as the sole advisor at Doctors Family Office LLC in Omaha, NE. She has been with the firm since 2014. Doctors Family Office provides financial planning and consulting primarily to medical professionals, including physicians, dentists, and veterinarians, focusing on comprehensive planning areas such as retirement, tax and estate analysis, and risk management. The firm does not manage client portfolios directly but assists clients with planning, periodic reviews, and selecting third-party advisory programs.
Based on Doctors Family Office LLC
Based on Doctors Family Office LLC
Fixed fees ranging from $1,500 to $10,000 depending on complexity and scope; One-time consulting fee up to 1.5% of initial investment value reviewed
Insurance commissions may be received by the IAR in her capacity as an independent insurance agent
Up to $250 per hour for planning consulting
Account minimum: $250,000 Minimum fee: Minimum fee of $1,500 for Financial Planning and Consulting Services Fee-only: Hourly fees up to $250 per hour; Fixed fees ranging from $1,500 to $10,000; One-time fixed consulting fee up to 1.5% of initial investment value reviewed
Omaha, NE
Nebraska
Doctors Family Office
2014 - Present (12 years)
Unemployed
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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