Christopher Sherman is a registered investment advisor at Sherman Financial, based in Chapel Hill, NC, with 9 years of industry experience. Christopher 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, Retirement Planning, and 1 more. Their firm serves 40 clients.
Compensation
Firm Size
IM Fee
Fee Structure
For clients desiring ongoing financial support, Sherman Financial offers a set annual fee service, paid quarterly. This fee is based on $200 per hour multiplied by the estimated number of hours provided. The firm will initiate two meetings per year; it is the client’s responsibility to initiate further meetings. The annual fee ranges from $1,000 to $10,000 per client depending on the complexity of the situation.
Sherman Financial offers advisory services on an hourly basis at a rate of $200 per hour. Travel beyond 15 miles is assessed at $75 per hour, plus mileage at the IRS standard rate.
Location
136 E. Rosemary St, Suite 100, Chapel Hill, NC, 27514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is the proprietor of Sherman Financial Consulting, providing financial consulting and management services, dedicating about half of his time. He is also a co-owner of Harmony Music Studios LLC, spending a few hours per week on this business.
Employment History
Current Registrations
Sherman Financial
State Registrations1 state
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