Carl P. Sherr & Co., LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“CPS & Co will be compensated for financial planning services charged on an hourly basis of $300 per hour.”

Flat or project fee

$5,000

“CPS & Co will be compensated for financial planning services using our flat fee financial planning pricing structure with an annual minimum fee of $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Carl P. Sherr & Co., LLC's fees compare

• Its hourly rate of $300 is equal to the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Massachusetts median of $4,750. 53% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

From the firm's Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Highest asset-based fee in brochure

1.5% a year

Charges a % of assets

Yes

Individual clients

287

Employees

5

Assets managed

$505,418,629

Disciplinary disclosures

None reported

SEC CRD number

3394

Website

linkedin.com/company/carlpsherr (opens in new tab)

Phone

508-791-7126

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠–⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠–⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠–⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠–⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠–⁠$4,000
• Act 2 PlanningWinchester$100⁠–⁠$500

Compare all 463 planners in Massachusetts