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The Sherrington Group

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Client assets under management

$90,907,913

Clients

97

42% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

49

Typical

Average account size

$937,195

About

The Sherrington Group provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations and retirement plans. The firm manages roughly $90.9 million in advisory assets through a small advisory team and delivers written financial plans and periodic investment and tax-related reporting to clients.

Investment advice is built around modern portfolio theory with a primarily long-term, buy-and-hold orientation, diversified across asset classes and a maintained recommended list of mutual funds and sub‑advisors. The firm manages client accounts on a non‑discretionary basis—requiring client approval before executing trades—and maintains a limited power of attorney solely to effect trades with that approval.

What distinguishes the firm from many peers is its non‑discretionary model combined with an affiliation with an accounting practice; the principal dedicates approximately half of their time to each business and the two firms may refer clients to one another. The firm also operates an internal investment committee that meets twice monthly and oversees a recommended roster of roughly 40 funds and sub‑advisors spanning about 16 asset classes.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting

Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%

Project-based

$200 per hour, billed as a retainer with minimum fee stated in engagement letter.

Other

Minimum fee: Financial Planning Fees: First Year Minimum Annual Fee $2,500 (Lite) to $4,000 (Full); Maximum Annual Fee $5,000 (Lite) to $10,000 (Full). Second Year Minimum $750 (Lite) to $1,500 (Full); Maximum $2,500 (Lite) to $5,000 (Full). Third Year and Thereafter Minimum $500 (Lite) to $1,000 (Full); Maximum $1,500 (Lite) to $3,000 (Full). Hourly fee minimum stated in engagement letter, starting at $200/hour retainer. Fee-only: Financial planning fees based on complexity and tiered minimums/maximums; hourly fees starting at $200/hour with minimums.

Main office location

The Sherrington Group

2175 Riverside Drive

Columbus OH 43221, United States

Number of offices

1

Most active in

More info

Ohio · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 614-485-2000

Advisors at this firm

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user avatar

Joel O

PFS™, Series 65

Columbus, OH

The Sherrington Group

Joel Oles is a financial advisor with The Sherringon Group in Columbus, Ohio, holding the PFS™ designation and Series 65 license, with 17 years of industry experience. He is also the owner of Oles & Associates, LLC, an accounting firm, where he devotes half of his time to management and operations. Oles has been associated with The Sherringon Group since 1997 and Oles & Associates since 2004. The Sherringon Group provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a modern portfolio theory-based, buy-and-hold investment approach emphasizing diversification and asset allocation, and operates a non-discretionary model requiring client approval for trades.

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
user avatar

Robert B

CFP®

Columbus, OH

The Sherrington Group

Robert Bailey is a CFP® at The Sherrington Group in Columbus, OH, where he has worked since 2013. He has 0 years of industry experience. The Sherrington Group provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses a modern portfolio theory-based investment approach with a buy-and-hold orientation, emphasizing diversification and asset allocation, and manages all accounts on a non-discretionary basis.

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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