Timothy Sherer
Timothy Sherer is a ChFC-designated registered investment advisor at Emerson Equity LLC, based in San Mateo, CA, with 47 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
155 Bovet Road, Suite 725, San Mateo, CA, 94402
Get directionsHistory
Regulatory History (13)
Customer Dispute
December 2025Customer Dispute
November 2025Customer Dispute
October 2025Customer Dispute
October 2025Customer Dispute
August 2025Customer Dispute
August 2025Customer Dispute
June 2024Customer Dispute
August 2012Customer Dispute
November 2010Customer Dispute
September 2010Employment Separation After Allegations
December 2002Regulatory
August 2002Regulatory
March 1988Other Business ActivitiesSells Insurance
Timothy is the managing member of The Sherer Group, LLC, doing business as Business Plus Life Insurance, selling fixed annuities and life insurance, dedicating nearly full-time hours to the business. He is also a partner at Access Capital Group LLC and a managing member of WSU Pullman, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Emerson Equity LLCBroker
Emerson Equity LLC
Previous Registrations
Sandlapper Wealth Management, LLC
Sandlapper Securities, LLCBroker
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Regal Securities, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Sunset Financial Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Soares Financial Group, INC.Broker
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
Mutual Benefit Financial Service CompanyBroker
Pml Securities CompanyBroker
E.I. Sales, INC.Broker
Transamerica Fund Sales, INC.Broker
State Registrations22 states
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.