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Sheri Astorino

The Astorino Financial Group, INC.
5 Years of Experience
Fairfield, NJ
Broker
View SEC Summary
View SEC Summary

Sheri Astorino is a registered investment advisor at The Astorino Financial Group, INC., based in Fairfield, NJ, with 5 years of industry experience. Sheri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.

The Astorino Financial Group, INC.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

  • Hourly consulting — $500 per hour for specific financial projects or questions
  • Core financial plan — Starting at a minimum of $1,750 for initial planning and support
  • Comprehensive financial plan — Starting at a minimum of $3,250 for a broader review and deeper analysis
  • Advanced financial plan — Starting at $3,000 for complex financial situations
  • Custom fixed-fee planning — General fixed-fee projects range from $1,500 to $20,000 depending on the scope and complexity of the services required
One-Time Plan:$1,500 - $20,000
Hourly Rate:$500/hr
View Full SEC Brochure

Location

155 Passaic Ave, Suite 400, Fairfield, NJ, 07004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sheri operates her LPL business under the DBA The Astorino Financial Group Inc. This activity is investment-related and takes nearly full-time.

Employment History
Current Registrations
The Astorino Financial Group, INC.
January 2026 - Present · 9 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Citigroup Global Markets INC.
May 2021 - March 2025 · 3 yrs 10 mos
Citi Private Alternatives, LLCBroker
October 2020 - March 2025 · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
October 2020 - March 2025 · 4 yrs 5 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth

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.
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