Sherr Financial Associates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
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.
Client services
Financial planning
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Fixed fee up to $5,000
Commissions for securities and insurance products if implemented through Advisory Representatives of Commonwealth Financial Network; trail commissions (12b-1 fees) may also be received
$350 per hour
Fee-only: Fixed fee up to $5,000; Hourly fee $350 per hour
Main office location
Sherr Financial Associates
100 Conifer Hill Drive, Suite 409
Danvers MA 01923, United States
Number of offices
1
Most active in
Sherr Financial Associates has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
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