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Sherry Taxman is a registered investment advisor at Doctors Family Office LLC, based in Omaha, NE, with 13 years of industry experience. Sherry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Planning consulting - Up to $250 an hour.
- Fixed rate fee - $1,500 to $10,000, depending on complexity and scope of work.
- One-time consulting fee - Up to 1.5% of the initial investment value being reviewed.
One-Time Plan:$1,500 - $10,000
Hourly Rate:Up to $250/hr
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Location
Omaha, NE
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Regulatory History (1)
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Regulatory
December 2010Final
Employment History
Current Registrations
Doctors Family Office LLC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Doctors Family Office LLC
August 2017 - May 2018 · 9 mos
Xelan Financial Planning, INC.
January 2003 - December 2004 · 1 yr 11 mos
Xelan Investment Services, INC.
August 1999 - January 2003 · 3 yrs 5 mos
State Registrations1 state
NE
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.