Sherr Financial Associates offers tailored financial planning and consulting services, including estate, tax, retirement, business, and college planning. They also provide budgeting, cash flow management, and fringe benefit analysis. Sherr Financial Associates gathers information about your financial situation to customize their services. You are not obligated to implement advice through Sherr Financial Associates.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Planning and Consulting Services: Fees are offered on a fixed fee basis, up to $5,000, or an hourly fee basis, up to $350 per hour. The fee schedule will be dependent upon your preference and negotiated between you and Sherr Financial Associates. Generally, hourly fees are charged for consulting services. A fixed fee will often be quoted when services and resources can be defined.
One-Time Plan:Up to $5,000
Hourly Rate:Up to $350/hr
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